Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 99.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.20%
Other 0.59%
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Market Capitalization

As of November 30, 2025
Large 36.99%
Mid 29.13%
Small 33.88%
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Region Exposure

% Developed Markets: 90.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.73%

Americas 60.75%
60.75%
Canada 24.88%
United States 35.86%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.36%
United Kingdom 4.09%
21.27%
Denmark 1.81%
France 7.99%
Netherlands 6.18%
Spain 2.99%
Switzerland 1.28%
0.00%
0.00%
Greater Asia 4.17%
Japan 0.00%
0.19%
Australia 0.19%
3.97%
Singapore 3.97%
0.00%
Unidentified Region 9.73%

Stock Sector Exposure

Cyclical
10.70%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
7.64%
Real Estate
3.06%
Sensitive
60.67%
Communication Services
9.39%
Energy
27.62%
Industrials
19.22%
Information Technology
4.45%
Defensive
18.69%
Consumer Staples
0.00%
Health Care
0.40%
Utilities
18.29%
Not Classified
9.93%
Non Classified Equity
9.34%
Not Classified - Non Equity
0.59%
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