Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.83%
Stock 98.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.50%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 42.18%
Mid 17.24%
Small 40.58%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.86%    % Emerging Markets: 0.99%    % Unidentified Markets: 0.15%

Americas 81.57%
80.58%
Canada 61.88%
United States 18.70%
0.99%
Brazil 0.99%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.49%
United Kingdom 7.36%
9.13%
France 3.01%
Ireland 2.42%
Switzerland 3.71%
0.00%
0.00%
Greater Asia 1.79%
Japan 0.00%
1.79%
Australia 1.79%
0.00%
0.00%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
60.44%
Materials
58.65%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
1.78%
Sensitive
37.49%
Communication Services
0.00%
Energy
37.49%
Industrials
0.00%
Information Technology
0.00%
Defensive
1.42%
Consumer Staples
1.42%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.65%
Non Classified Equity
0.65%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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