Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.29%
Stock 99.69%
Bond 0.60%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 45.97%
Mid 20.70%
Small 33.33%
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Region Exposure

% Developed Markets: 95.88%    % Emerging Markets: 3.51%    % Unidentified Markets: 0.61%

Americas 90.49%
90.49%
Canada 80.61%
United States 9.88%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.36%
United Kingdom 2.85%
0.00%
0.00%
3.51%
South Africa 3.51%
Greater Asia 2.55%
Japan 0.00%
2.55%
Australia 2.55%
0.00%
0.00%
Unidentified Region 0.61%

Stock Sector Exposure

Cyclical
99.39%
Materials
99.39%
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
0.61%
Non Classified Equity
0.61%
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