Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.52%
Stock 96.37%
Bond 0.76%
Convertible 0.00%
Preferred 0.00%
Other 1.35%
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Market Capitalization

As of November 30, 2025
Large 0.61%
Mid 20.29%
Small 79.10%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.37%    % Unidentified Markets: -0.00%

Americas 99.16%
97.38%
Canada 95.75%
United States 1.63%
1.78%
Colombia 0.36%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.84%
Japan 0.00%
0.84%
Australia 0.84%
0.00%
0.00%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
50.38%
Materials
27.45%
Consumer Discretionary
10.30%
Financials
9.70%
Real Estate
2.93%
Sensitive
36.19%
Communication Services
2.04%
Energy
11.70%
Industrials
17.68%
Information Technology
4.77%
Defensive
13.02%
Consumer Staples
6.72%
Health Care
4.97%
Utilities
1.33%
Not Classified
0.40%
Non Classified Equity
0.40%
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