Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.09%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of November 30, 2025
Large 0.53%
Mid 1.13%
Small 98.34%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 97.36%
95.23%
Canada 1.77%
United States 93.46%
2.13%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.56%
United Kingdom 0.67%
1.89%
France 0.79%
Greece 1.09%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
50.54%
Materials
6.67%
Consumer Discretionary
11.30%
Financials
25.09%
Real Estate
7.47%
Sensitive
35.50%
Communication Services
3.08%
Energy
6.43%
Industrials
17.54%
Information Technology
8.46%
Defensive
12.44%
Consumer Staples
2.93%
Health Care
5.50%
Utilities
4.02%
Not Classified
1.51%
Non Classified Equity
1.51%
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