Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.69%
Stock 98.09%
Bond 0.98%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of November 30, 2025
Large 78.22%
Mid 20.58%
Small 1.19%
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Region Exposure

% Developed Markets: 88.15%    % Emerging Markets: 10.93%    % Unidentified Markets: 0.92%

Americas 6.61%
6.61%
Canada 5.64%
United States 0.97%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.37%
United Kingdom 9.77%
33.60%
France 9.15%
Germany 5.73%
Italy 7.78%
Spain 6.66%
Switzerland 2.25%
0.00%
0.00%
Greater Asia 49.10%
Japan 20.34%
0.00%
17.83%
Hong Kong 2.09%
Singapore 3.17%
South Korea 6.80%
Taiwan 5.77%
10.93%
China 6.99%
India 0.21%
Malaysia 1.95%
Thailand 1.78%
Unidentified Region 0.92%

Stock Sector Exposure

Cyclical
45.91%
Materials
3.42%
Consumer Discretionary
11.56%
Financials
30.93%
Real Estate
0.00%
Sensitive
37.71%
Communication Services
2.41%
Energy
4.48%
Industrials
18.49%
Information Technology
12.32%
Defensive
14.82%
Consumer Staples
8.28%
Health Care
4.58%
Utilities
1.96%
Not Classified
1.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.56%
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