Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.81%
Stock 95.84%
Bond 1.15%
Convertible 0.00%
Preferred 0.00%
Other 1.20%
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Market Capitalization

As of November 30, 2025
Large 47.58%
Mid 22.72%
Small 29.70%
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Region Exposure

% Developed Markets: 85.61%    % Emerging Markets: 11.37%    % Unidentified Markets: 3.01%

Americas 73.59%
71.75%
Canada 49.62%
United States 22.13%
1.84%
Mexico 1.51%
Peru 0.33%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.54%
United Kingdom 2.06%
0.00%
0.00%
5.48%
South Africa 5.48%
Greater Asia 15.86%
Japan 0.11%
11.78%
Australia 11.78%
0.00%
3.97%
China 3.28%
Indonesia 0.69%
Unidentified Region 3.01%

Stock Sector Exposure

Cyclical
96.89%
Materials
96.89%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
3.11%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.11%
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