Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 98.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other 1.46%
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Market Capitalization

As of November 30, 2025
Large 75.69%
Mid 13.16%
Small 11.15%
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Region Exposure

% Developed Markets: 97.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.73%

Americas 94.03%
94.03%
Canada 21.42%
United States 72.61%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.81%
United Kingdom 0.81%
2.00%
France 0.22%
Germany 0.07%
Ireland 1.57%
Switzerland 0.14%
0.00%
0.00%
Greater Asia 0.43%
Japan 0.00%
0.43%
Australia 0.43%
0.00%
0.00%
Unidentified Region 2.73%

Stock Sector Exposure

Cyclical
31.24%
Materials
0.17%
Consumer Discretionary
10.38%
Financials
13.60%
Real Estate
7.09%
Sensitive
48.14%
Communication Services
9.94%
Energy
0.66%
Industrials
12.78%
Information Technology
24.76%
Defensive
17.39%
Consumer Staples
1.25%
Health Care
16.14%
Utilities
0.00%
Not Classified
3.23%
Non Classified Equity
1.77%
Not Classified - Non Equity
1.46%
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