Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.54%
Stock 93.63%
Bond 2.66%
Convertible 0.00%
Preferred 0.00%
Other 2.17%
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Market Capitalization

As of November 30, 2025
Large 68.38%
Mid 27.19%
Small 4.43%
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Region Exposure

% Developed Markets: 98.12%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.88%

Americas 4.53%
4.53%
Canada 1.87%
United States 2.66%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.06%
United Kingdom 16.34%
46.72%
Austria 1.53%
Belgium 2.03%
Denmark 3.30%
France 6.84%
Germany 4.69%
Greece 1.15%
Ireland 5.50%
Italy 3.34%
Netherlands 7.74%
Portugal 1.66%
Spain 5.44%
Switzerland 3.49%
0.00%
0.00%
Greater Asia 30.53%
Japan 23.44%
2.57%
Australia 2.57%
4.52%
Hong Kong 1.19%
South Korea 1.68%
Taiwan 1.65%
0.00%
Unidentified Region 1.88%

Stock Sector Exposure

Cyclical
35.16%
Materials
6.83%
Consumer Discretionary
9.50%
Financials
15.80%
Real Estate
3.03%
Sensitive
37.40%
Communication Services
7.12%
Energy
5.88%
Industrials
18.28%
Information Technology
6.13%
Defensive
22.17%
Consumer Staples
5.09%
Health Care
13.61%
Utilities
3.48%
Not Classified
5.27%
Non Classified Equity
1.18%
Not Classified - Non Equity
4.09%
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