Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.24%
Stock 94.35%
Bond 1.60%
Convertible 0.00%
Preferred 0.58%
Other 2.23%
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Market Capitalization

As of November 30, 2025
Large 74.28%
Mid 16.71%
Small 9.01%
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Region Exposure

% Developed Markets: 96.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.26%

Americas 94.61%
93.72%
Canada 87.03%
United States 6.69%
0.89%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.13%
United Kingdom 0.87%
1.26%
France 0.37%
Netherlands 0.45%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.26%

Stock Sector Exposure

Cyclical
43.07%
Materials
13.89%
Consumer Discretionary
4.26%
Financials
24.51%
Real Estate
0.41%
Sensitive
36.46%
Communication Services
0.83%
Energy
13.10%
Industrials
12.47%
Information Technology
10.07%
Defensive
12.75%
Consumer Staples
8.78%
Health Care
0.91%
Utilities
3.06%
Not Classified
7.72%
Non Classified Equity
3.59%
Not Classified - Non Equity
4.13%
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