Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.31%
Stock 96.63%
Bond 0.91%
Convertible 0.00%
Preferred 0.00%
Other 2.15%
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Market Capitalization

As of November 30, 2025
Large 87.76%
Mid 9.81%
Small 2.43%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 99.71%
97.56%
Canada 94.52%
United States 3.04%
2.15%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.29%
United Kingdom 0.29%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
55.06%
Materials
16.94%
Consumer Discretionary
3.55%
Financials
32.71%
Real Estate
1.86%
Sensitive
37.55%
Communication Services
1.25%
Energy
15.45%
Industrials
10.94%
Information Technology
9.92%
Defensive
5.99%
Consumer Staples
3.80%
Health Care
0.23%
Utilities
1.96%
Not Classified
1.40%
Non Classified Equity
1.40%
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