Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.55%
Stock 98.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 48.65%
Mid 20.01%
Small 31.34%
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Region Exposure

% Developed Markets: 98.03%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.97%

Americas 97.99%
97.99%
Canada 88.11%
United States 9.88%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.05%
United Kingdom 0.05%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.97%

Stock Sector Exposure

Cyclical
54.49%
Materials
32.82%
Consumer Discretionary
0.11%
Financials
18.18%
Real Estate
3.38%
Sensitive
28.25%
Communication Services
0.00%
Energy
21.57%
Industrials
6.68%
Information Technology
0.00%
Defensive
15.70%
Consumer Staples
2.71%
Health Care
0.55%
Utilities
12.45%
Not Classified
1.56%
Non Classified Equity
1.56%
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