Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.07%
Stock 94.34%
Bond 0.67%
Convertible 0.00%
Preferred 1.29%
Other -0.38%
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Market Capitalization

As of November 30, 2025
Large 38.66%
Mid 14.06%
Small 47.27%
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Region Exposure

% Developed Markets: 97.19%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.81%

Americas 90.57%
85.44%
Canada 32.67%
United States 52.77%
5.13%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.69%
United Kingdom 0.80%
0.70%
Finland 0.30%
Germany 0.18%
Italy 0.20%
Norway 0.01%
Switzerland 0.00%
0.00%
0.19%
Israel 0.19%
Greater Asia 4.94%
Japan 0.06%
0.10%
Australia 0.10%
4.78%
Hong Kong 0.37%
Singapore 0.06%
South Korea 0.53%
Taiwan 3.82%
0.00%
Unidentified Region 2.81%

Stock Sector Exposure

Cyclical
41.33%
Materials
8.61%
Consumer Discretionary
14.73%
Financials
17.95%
Real Estate
0.04%
Sensitive
42.25%
Communication Services
5.50%
Energy
5.91%
Industrials
17.78%
Information Technology
13.06%
Defensive
9.59%
Consumer Staples
5.44%
Health Care
2.01%
Utilities
2.15%
Not Classified
6.83%
Non Classified Equity
2.36%
Not Classified - Non Equity
4.47%
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