Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.93%
Stock 97.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 58.76%
Mid 34.18%
Small 7.06%
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Region Exposure

% Developed Markets: 91.38%    % Emerging Markets: 8.62%    % Unidentified Markets: 0.00%

Americas 61.96%
54.18%
Canada 15.64%
United States 38.54%
7.79%
Brazil 1.98%
Mexico 5.81%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.11%
United Kingdom 3.27%
25.85%
France 5.00%
Germany 3.38%
Italy 2.74%
Netherlands 2.03%
Spain 10.72%
Switzerland 1.97%
0.00%
0.00%
Greater Asia 8.92%
Japan 1.22%
5.24%
Australia 3.93%
1.63%
Hong Kong 1.63%
0.83%
China 0.83%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
51.22%
Communication Services
2.44%
Energy
17.93%
Industrials
30.85%
Information Technology
0.00%
Defensive
48.78%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
48.78%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available