Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.38%
Stock 98.28%
Bond 0.40%
Convertible 0.00%
Preferred 0.30%
Other 0.64%
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Market Capitalization

As of November 30, 2025
Large 57.91%
Mid 23.49%
Small 18.60%
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Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 0.28%    % Unidentified Markets: 0.56%

Americas 12.87%
12.66%
Canada 11.56%
United States 1.10%
0.21%
Mexico 0.09%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.52%
United Kingdom 12.21%
42.92%
Austria 0.38%
Belgium 0.88%
Denmark 1.71%
Finland 1.05%
France 7.94%
Germany 7.60%
Ireland 0.99%
Italy 2.81%
Netherlands 4.25%
Norway 0.58%
Portugal 0.18%
Spain 2.84%
Sweden 3.02%
Switzerland 7.96%
0.00%
1.38%
Israel 1.35%
South Africa 0.03%
United Arab Emirates 0.00%
Greater Asia 30.05%
Japan 20.64%
6.15%
Australia 5.95%
3.14%
Hong Kong 1.62%
Singapore 1.50%
0.12%
China 0.11%
Indonesia 0.00%
Malaysia 0.01%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
47.20%
Materials
12.16%
Consumer Discretionary
10.51%
Financials
23.05%
Real Estate
1.48%
Sensitive
36.30%
Communication Services
4.00%
Energy
6.58%
Industrials
19.40%
Information Technology
6.32%
Defensive
15.53%
Consumer Staples
5.44%
Health Care
6.07%
Utilities
4.03%
Not Classified
0.97%
Non Classified Equity
0.29%
Not Classified - Non Equity
0.68%
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