Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.31%
Stock 99.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.53%
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Market Capitalization

As of November 30, 2025
Large 72.78%
Mid 17.54%
Small 9.69%
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Region Exposure

% Developed Markets: 99.02%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.98%

Americas 97.78%
97.78%
Canada 94.26%
United States 3.52%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 1.24%
Japan 0.00%
1.24%
Australia 1.24%
0.00%
0.00%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
50.73%
Materials
15.83%
Consumer Discretionary
2.26%
Financials
30.65%
Real Estate
1.99%
Sensitive
42.97%
Communication Services
3.08%
Energy
15.60%
Industrials
14.72%
Information Technology
9.57%
Defensive
5.85%
Consumer Staples
2.70%
Health Care
0.00%
Utilities
3.15%
Not Classified
0.45%
Non Classified Equity
0.45%
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