Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.41%
Stock 97.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.19%
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Market Capitalization

As of November 30, 2025
Large 41.67%
Mid 18.05%
Small 40.27%
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Region Exposure

% Developed Markets: 97.58%    % Emerging Markets: 0.93%    % Unidentified Markets: 1.49%

Americas 80.39%
79.46%
Canada 62.15%
United States 17.31%
0.93%
Brazil 0.93%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.31%
United Kingdom 7.81%
8.50%
France 2.98%
Ireland 2.36%
Norway 0.00%
Switzerland 3.17%
0.00%
0.00%
Greater Asia 1.81%
Japan 0.00%
1.81%
Australia 1.81%
0.00%
0.00%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
61.05%
Materials
59.36%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
1.68%
Sensitive
36.02%
Communication Services
0.00%
Energy
36.02%
Industrials
0.00%
Information Technology
0.00%
Defensive
1.22%
Consumer Staples
1.22%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.71%
Non Classified Equity
1.71%
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