Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.38%
Stock 93.93%
Bond 0.28%
Convertible 0.00%
Preferred 0.00%
Other 5.41%
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Market Capitalization

As of November 30, 2025
Large 37.40%
Mid 24.73%
Small 37.87%
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Region Exposure

% Developed Markets: 86.56%    % Emerging Markets: 6.75%    % Unidentified Markets: 6.69%

Americas 68.71%
61.96%
Canada 45.93%
United States 16.03%
6.75%
Argentina 0.50%
Brazil 6.04%
Mexico 0.21%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.64%
United Kingdom 8.92%
13.72%
Austria 0.86%
Belgium 0.44%
France 6.23%
Germany 2.38%
Ireland 0.79%
Italy 0.79%
Netherlands 1.29%
Norway -0.07%
Switzerland 0.49%
0.00%
0.00%
Greater Asia 1.95%
Japan 0.00%
1.51%
Australia 1.51%
0.44%
Singapore 0.44%
0.00%
Unidentified Region 6.69%

Stock Sector Exposure

Cyclical
46.76%
Materials
46.76%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
38.31%
Communication Services
0.00%
Energy
34.79%
Industrials
3.52%
Information Technology
0.00%
Defensive
1.60%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
1.60%
Not Classified
13.33%
Non Classified Equity
3.48%
Not Classified - Non Equity
9.85%
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