Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.14%
Stock 94.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.09%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 50.87%
Mid 17.31%
Small 31.82%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.67%    % Emerging Markets: 0.11%    % Unidentified Markets: 3.22%

Americas 96.42%
96.42%
Canada 62.91%
United States 33.51%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.17%
United Kingdom 0.03%
0.09%
Germany 0.02%
Spain 0.00%
Sweden 0.03%
Switzerland 0.03%
0.04%
Poland 0.04%
0.01%
Saudi Arabia 0.01%
Greater Asia 0.19%
Japan 0.04%
0.08%
Australia 0.08%
0.00%
Hong Kong 0.00%
0.07%
China 0.07%
Unidentified Region 3.22%

Stock Sector Exposure

Cyclical
31.57%
Materials
0.72%
Consumer Discretionary
1.19%
Financials
20.68%
Real Estate
8.97%
Sensitive
51.34%
Communication Services
8.22%
Energy
15.64%
Industrials
20.31%
Information Technology
7.17%
Defensive
15.85%
Consumer Staples
11.60%
Health Care
1.67%
Utilities
2.58%
Not Classified
1.24%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.24%
As of November 30, 2025
View Region Exposure
Start Trial

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