Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.78%
Stock 95.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.41%
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Market Capitalization

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

% Developed Markets: 99.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.32%

Americas 99.68%
96.59%
Canada 84.74%
United States 11.85%
3.09%
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 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
48.99%
Materials
4.24%
Consumer Discretionary
7.67%
Financials
37.07%
Real Estate
0.00%
Sensitive
41.88%
Communication Services
3.14%
Energy
18.01%
Industrials
13.56%
Information Technology
7.18%
Defensive
9.13%
Consumer Staples
2.65%
Health Care
1.92%
Utilities
4.55%
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