Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.85%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.98%
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Market Capitalization

As of November 30, 2025
Large 80.02%
Mid 16.15%
Small 3.82%
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Region Exposure

% Developed Markets: 82.12%    % Emerging Markets: 16.82%    % Unidentified Markets: 1.05%

Americas 6.98%
2.85%
Canada 2.85%
4.13%
Brazil 1.62%
Mexico 0.48%
Peru 0.28%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.74%
United Kingdom 12.46%
35.20%
Austria 1.42%
Belgium 0.96%
Denmark 1.26%
Finland 0.58%
France 4.22%
Germany 5.08%
Ireland 1.28%
Italy 4.91%
Netherlands 5.76%
Norway 0.44%
Spain 3.14%
Sweden 1.56%
Switzerland 3.93%
0.00%
3.07%
South Africa 2.07%
United Arab Emirates 1.00%
Greater Asia 41.23%
Japan 12.67%
0.73%
Australia 0.73%
16.47%
Hong Kong 3.57%
Singapore 1.45%
South Korea 3.38%
Taiwan 8.08%
11.36%
China 4.34%
India 5.83%
Indonesia 0.74%
Thailand 0.45%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
39.70%
Materials
3.04%
Consumer Discretionary
12.50%
Financials
23.28%
Real Estate
0.88%
Sensitive
47.50%
Communication Services
7.67%
Energy
0.67%
Industrials
19.35%
Information Technology
19.81%
Defensive
12.80%
Consumer Staples
2.01%
Health Care
8.54%
Utilities
2.24%
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