Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.11%
Stock 92.00%
Bond 0.13%
Convertible 0.00%
Preferred 2.25%
Other 5.51%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 18.17%
Mid 33.42%
Small 48.40%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 76.28%    % Emerging Markets: 19.60%    % Unidentified Markets: 4.12%

Americas 11.68%
7.18%
Canada 4.82%
United States 2.36%
4.49%
Brazil 1.93%
Chile 1.53%
Colombia 0.73%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.41%
United Kingdom 8.80%
20.01%
Austria 0.40%
Belgium 0.64%
Denmark 0.61%
Germany 1.56%
Greece 0.88%
Italy 5.75%
Netherlands 0.94%
Norway 0.45%
Spain 2.09%
Sweden 4.06%
Switzerland 2.62%
1.31%
5.29%
Israel 0.78%
South Africa 3.53%
United Arab Emirates 0.97%
Greater Asia 48.79%
Japan 23.66%
2.07%
Australia 2.07%
12.80%
Hong Kong 4.13%
Singapore 1.51%
South Korea 3.71%
Taiwan 3.46%
10.26%
China 4.97%
India 4.60%
Indonesia 0.69%
Unidentified Region 4.12%

Stock Sector Exposure

Cyclical
40.48%
Materials
13.67%
Consumer Discretionary
8.12%
Financials
17.12%
Real Estate
1.56%
Sensitive
42.01%
Communication Services
4.36%
Energy
3.89%
Industrials
22.86%
Information Technology
10.91%
Defensive
17.26%
Consumer Staples
6.91%
Health Care
3.43%
Utilities
6.91%
Not Classified
0.24%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.24%
As of November 30, 2025
View Region Exposure
Start Trial

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