Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.40%
Stock 97.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.85%
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Market Capitalization

As of November 30, 2025
Large 77.96%
Mid 14.08%
Small 7.95%
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Region Exposure

% Developed Markets: 99.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.12%

Americas 92.74%
92.74%
Canada 74.47%
United States 18.27%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.14%
United Kingdom 2.06%
5.08%
Germany 1.34%
Netherlands 1.90%
Switzerland 1.84%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
44.92%
Materials
4.97%
Consumer Discretionary
6.27%
Financials
33.68%
Real Estate
0.00%
Sensitive
42.27%
Communication Services
4.55%
Energy
17.84%
Industrials
9.75%
Information Technology
10.12%
Defensive
12.81%
Consumer Staples
7.97%
Health Care
2.98%
Utilities
1.86%
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