Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.05%
Stock 96.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.14%
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Market Capitalization

As of November 30, 2025
Large 5.94%
Mid 17.55%
Small 76.51%
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Region Exposure

% Developed Markets: 100.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.46%

Americas 93.97%
88.44%
Canada 6.83%
United States 81.61%
5.53%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.49%
United Kingdom 1.29%
5.21%
Ireland 2.43%
Sweden 1.00%
Switzerland 1.78%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.46%

Stock Sector Exposure

Cyclical
35.55%
Materials
5.35%
Consumer Discretionary
5.23%
Financials
17.50%
Real Estate
7.47%
Sensitive
53.58%
Communication Services
9.13%
Energy
3.32%
Industrials
26.90%
Information Technology
14.23%
Defensive
10.87%
Consumer Staples
1.80%
Health Care
9.07%
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