Asset Allocation

As of November 30, 2025.
Type % Net
Cash 22.32%
Stock 65.37%
Bond 3.55%
Convertible 0.00%
Preferred 0.00%
Other 8.77%
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Market Capitalization

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

% Developed Markets: 88.07%    % Emerging Markets: 3.19%    % Unidentified Markets: 8.74%

Americas 79.12%
75.93%
Canada 31.67%
United States 44.26%
3.19%
Brazil 3.19%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.09%
United Kingdom 6.89%
3.20%
France 0.95%
Italy 0.80%
Norway 0.89%
0.00%
0.00%
Greater Asia 2.05%
Japan 0.00%
2.05%
Australia 2.05%
0.00%
0.00%
Unidentified Region 8.74%

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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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