Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.26%
Stock 99.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 80.20%
Mid 12.19%
Small 7.61%
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Region Exposure

% Developed Markets: 92.10%    % Emerging Markets: 7.90%    % Unidentified Markets: 0.00%

Americas 5.59%
5.59%
Canada 5.32%
United States 0.26%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.14%
United Kingdom 9.66%
45.48%
Austria 3.93%
Belgium 1.93%
Finland 1.02%
France 2.32%
Germany 9.87%
Ireland 1.37%
Italy 4.99%
Netherlands 7.10%
Spain 5.75%
Sweden 1.15%
Switzerland 6.06%
0.00%
0.00%
Greater Asia 39.28%
Japan 16.58%
3.46%
Australia 3.46%
11.34%
Hong Kong 6.23%
South Korea 2.73%
Taiwan 2.37%
7.90%
China 2.71%
India 5.18%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
52.11%
Materials
3.79%
Consumer Discretionary
9.53%
Financials
35.28%
Real Estate
3.51%
Sensitive
28.07%
Communication Services
3.85%
Energy
6.96%
Industrials
11.00%
Information Technology
6.27%
Defensive
19.82%
Consumer Staples
10.46%
Health Care
3.54%
Utilities
5.81%
Not Classified
0.00%
Non Classified Equity
0.00%
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