Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.96%
Stock 98.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 72.25%
Mid 23.64%
Small 4.11%
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Region Exposure

% Developed Markets: 89.08%    % Emerging Markets: 8.96%    % Unidentified Markets: 1.96%

Americas 4.34%
0.00%
4.34%
Brazil 1.55%
Mexico 1.45%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.93%
United Kingdom 12.88%
48.05%
Belgium 2.00%
Denmark 1.19%
France 6.90%
Germany 1.51%
Ireland 4.04%
Netherlands 8.12%
Portugal 1.59%
Spain 0.92%
Sweden 10.69%
Switzerland 9.84%
0.00%
0.00%
Greater Asia 32.77%
Japan 13.15%
1.16%
Australia 1.16%
13.84%
Hong Kong 5.38%
Singapore 3.38%
South Korea 1.81%
Taiwan 3.28%
4.62%
China 3.45%
India 1.17%
Unidentified Region 1.96%

Stock Sector Exposure

Cyclical
38.06%
Materials
4.59%
Consumer Discretionary
10.82%
Financials
22.64%
Real Estate
0.00%
Sensitive
41.86%
Communication Services
5.74%
Energy
2.35%
Industrials
20.54%
Information Technology
13.23%
Defensive
20.09%
Consumer Staples
11.52%
Health Care
8.57%
Utilities
0.00%
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