Asset Allocation

As of November 30, 2025.
Type % Net
Cash 27.00%
Stock 71.03%
Bond -0.65%
Convertible 0.00%
Preferred 0.00%
Other 2.61%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.4%    % Emerging Markets: 0.13%    % Unidentified Markets: -0.49%

Americas 99.54%
97.68%
Canada 91.48%
United States 6.20%
1.86%
Argentina -0.01%
Brazil -0.01%
Chile -0.01%
Colombia -0.01%
Mexico -0.02%
Peru -0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.86%
United Kingdom -0.44%
0.55%
Ireland 0.46%
Netherlands 0.02%
Sweden -0.00%
Switzerland -0.27%
-0.04%
Poland -0.01%
Turkey -0.01%
0.80%
Egypt -0.01%
Israel 0.57%
Nigeria -0.01%
Saudi Arabia -0.01%
South Africa 0.29%
United Arab Emirates -0.01%
Greater Asia 0.09%
Japan 0.00%
-0.40%
Australia -0.40%
0.54%
Hong Kong -0.00%
Singapore -0.04%
Taiwan 0.58%
-0.05%
China -0.01%
India -0.00%
Indonesia -0.02%
Kazakhstan -0.00%
Malaysia -0.01%
Pakistan -0.00%
Philippines -0.01%
Unidentified Region -0.49%

Stock Sector Exposure

Cyclical
48.76%
Materials
16.66%
Consumer Discretionary
3.85%
Financials
25.69%
Real Estate
2.56%
Sensitive
36.30%
Communication Services
1.19%
Energy
11.54%
Industrials
12.68%
Information Technology
10.90%
Defensive
12.94%
Consumer Staples
2.96%
Health Care
5.66%
Utilities
4.33%
Not Classified
1.99%
Non Classified Equity
3.06%
Not Classified - Non Equity
-1.06%
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