Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.80%
Stock 92.80%
Bond 3.65%
Convertible 0.00%
Preferred 0.00%
Other 0.74%
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Market Capitalization

As of November 30, 2025
Large 76.65%
Mid 15.41%
Small 7.95%
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Region Exposure

% Developed Markets: 99.09%    % Emerging Markets: 0.26%    % Unidentified Markets: 0.66%

Americas 97.26%
96.47%
Canada 61.93%
United States 34.55%
0.79%
Peru 0.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.08%
United Kingdom 0.04%
1.82%
Ireland 1.82%
0.00%
0.23%
South Africa 0.23%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
48.66%
Materials
9.72%
Consumer Discretionary
6.27%
Financials
30.44%
Real Estate
2.22%
Sensitive
37.23%
Communication Services
5.43%
Energy
11.46%
Industrials
11.20%
Information Technology
9.13%
Defensive
14.11%
Consumer Staples
5.18%
Health Care
5.71%
Utilities
3.21%
Not Classified
0.00%
Non Classified Equity
0.00%
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