Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.71%
Stock 96.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of November 30, 2025
Large 51.40%
Mid 20.02%
Small 28.58%
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Region Exposure

% Developed Markets: 96.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.67%

Americas 80.80%
80.80%
Canada 6.05%
United States 74.75%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.53%
United Kingdom 3.11%
12.42%
France 1.94%
Ireland 7.58%
Netherlands 2.89%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.67%

Stock Sector Exposure

Cyclical
56.43%
Materials
12.61%
Consumer Discretionary
11.41%
Financials
28.89%
Real Estate
3.52%
Sensitive
22.42%
Communication Services
3.00%
Energy
0.00%
Industrials
19.43%
Information Technology
0.00%
Defensive
21.14%
Consumer Staples
10.70%
Health Care
10.45%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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