Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.06%
Stock 99.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of November 30, 2025
Large 76.18%
Mid 18.30%
Small 5.52%
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.18%

Americas 86.78%
86.78%
Canada 57.04%
United States 29.73%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.67%
United Kingdom 1.06%
10.61%
France 3.89%
Germany 1.26%
Ireland 4.05%
Netherlands 0.76%
Switzerland 0.65%
0.00%
0.00%
Greater Asia 1.37%
Japan 1.37%
0.00%
0.00%
0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
47.94%
Materials
10.89%
Consumer Discretionary
6.41%
Financials
29.32%
Real Estate
1.32%
Sensitive
40.35%
Communication Services
4.01%
Energy
9.16%
Industrials
11.47%
Information Technology
15.71%
Defensive
11.71%
Consumer Staples
4.29%
Health Care
7.42%
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