Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.94%
Stock 98.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 5.50%
Mid 46.85%
Small 47.66%
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Region Exposure

% Developed Markets: 96.88%    % Emerging Markets: 0.50%    % Unidentified Markets: 2.63%

Americas 91.54%
91.41%
Canada 88.81%
United States 2.59%
0.14%
Mexico 0.08%
Peru 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.33%
United Kingdom 5.09%
0.00%
0.01%
Turkey 0.01%
0.23%
South Africa 0.23%
Greater Asia 0.50%
Japan 0.00%
0.39%
Australia 0.39%
0.00%
0.11%
China 0.07%
Indonesia 0.04%
Unidentified Region 2.63%

Stock Sector Exposure

Cyclical
41.80%
Materials
15.04%
Consumer Discretionary
6.90%
Financials
13.66%
Real Estate
6.19%
Sensitive
52.14%
Communication Services
3.54%
Energy
17.62%
Industrials
28.65%
Information Technology
2.34%
Defensive
4.92%
Consumer Staples
3.09%
Health Care
0.00%
Utilities
1.83%
Not Classified
1.14%
Non Classified Equity
1.14%
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