Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.04%
Stock 94.28%
Bond 0.67%
Convertible 0.00%
Preferred 1.30%
Other -0.29%
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Market Capitalization

As of November 30, 2025
Large 38.72%
Mid 14.07%
Small 47.21%
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Region Exposure

% Developed Markets: 97.10%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.90%

Americas 90.44%
85.35%
Canada 32.82%
United States 52.53%
5.09%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.70%
United Kingdom 0.81%
0.70%
Finland 0.31%
Germany 0.19%
Italy 0.20%
Norway 0.01%
Switzerland 0.00%
0.00%
0.19%
Israel 0.19%
Greater Asia 4.96%
Japan 0.06%
0.10%
Australia 0.10%
4.81%
Hong Kong 0.37%
Singapore 0.06%
South Korea 0.53%
Taiwan 3.84%
0.00%
Unidentified Region 2.90%

Stock Sector Exposure

Cyclical
41.28%
Materials
8.66%
Consumer Discretionary
14.67%
Financials
17.91%
Real Estate
0.04%
Sensitive
42.34%
Communication Services
5.54%
Energy
5.95%
Industrials
17.72%
Information Technology
13.13%
Defensive
9.57%
Consumer Staples
5.42%
Health Care
2.00%
Utilities
2.14%
Not Classified
6.82%
Non Classified Equity
2.38%
Not Classified - Non Equity
4.44%
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