Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.23%
Stock 98.39%
Bond 0.04%
Convertible 0.00%
Preferred 0.00%
Other 1.34%
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Market Capitalization

As of November 30, 2025
Large 71.20%
Mid 19.28%
Small 9.52%
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Region Exposure

% Developed Markets: 98.13%    % Emerging Markets: 0.44%    % Unidentified Markets: 1.42%

Americas 74.10%
73.14%
Canada 24.92%
United States 48.23%
0.96%
Mexico 0.44%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.87%
United Kingdom 3.76%
11.81%
Austria 0.15%
Belgium 0.00%
Denmark 0.38%
Finland 0.44%
France 2.22%
Germany 1.68%
Ireland 0.47%
Italy 0.90%
Netherlands 0.80%
Norway 0.23%
Spain 1.16%
Sweden 0.53%
Switzerland 2.63%
0.00%
0.29%
Israel 0.29%
Greater Asia 8.61%
Japan 6.47%
1.32%
Australia 1.25%
0.81%
Hong Kong 0.50%
Singapore 0.31%
0.00%
Unidentified Region 1.42%

Stock Sector Exposure

Cyclical
40.06%
Materials
9.96%
Consumer Discretionary
6.50%
Financials
20.02%
Real Estate
3.58%
Sensitive
39.25%
Communication Services
4.74%
Energy
3.70%
Industrials
13.50%
Information Technology
17.31%
Defensive
19.53%
Consumer Staples
4.99%
Health Care
8.17%
Utilities
6.37%
Not Classified
1.17%
Non Classified Equity
0.93%
Not Classified - Non Equity
0.23%
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