Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.38%
Stock 98.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of November 30, 2025
Large 70.10%
Mid 23.60%
Small 6.30%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.01%

Americas 92.51%
92.51%
Canada 51.49%
United States 41.02%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.50%
United Kingdom 3.37%
4.13%
France 0.74%
Ireland 2.32%
Italy 1.07%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
46.28%
Materials
6.60%
Consumer Discretionary
9.90%
Financials
27.47%
Real Estate
2.32%
Sensitive
43.00%
Communication Services
3.82%
Energy
0.00%
Industrials
19.94%
Information Technology
19.24%
Defensive
10.72%
Consumer Staples
4.88%
Health Care
5.84%
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