Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.53%
Stock 94.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.15%

Americas 84.89%
84.89%
Canada 7.68%
United States 77.21%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.26%
United Kingdom 3.06%
12.20%
France 1.91%
Ireland 7.45%
Netherlands 2.84%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
56.41%
Materials
12.61%
Consumer Discretionary
11.42%
Financials
28.86%
Real Estate
3.52%
Sensitive
22.43%
Communication Services
3.00%
Energy
0.00%
Industrials
19.43%
Information Technology
0.00%
Defensive
21.15%
Consumer Staples
10.70%
Health Care
10.45%
Utilities
0.00%
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