Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.79%
Stock 96.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
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Market Capitalization

As of November 30, 2025
Large 29.26%
Mid 34.79%
Small 35.95%
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Region Exposure

% Developed Markets: 89.65%    % Emerging Markets: 10.15%    % Unidentified Markets: 0.20%

Americas 10.03%
3.79%
Canada 3.79%
6.25%
Mexico 6.25%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.74%
United Kingdom 16.16%
47.20%
Austria 4.46%
Finland 1.01%
France 12.12%
Germany 7.04%
Ireland 3.09%
Netherlands 3.50%
Portugal 3.94%
Spain 4.10%
Sweden 5.15%
Switzerland 0.55%
0.00%
3.38%
Israel 3.38%
Greater Asia 23.02%
Japan 8.95%
0.00%
10.17%
Hong Kong 6.27%
Singapore 3.89%
3.90%
India 3.90%
Unidentified Region 0.20%

Stock Sector Exposure

Cyclical
35.55%
Materials
11.02%
Consumer Discretionary
21.25%
Financials
3.28%
Real Estate
0.00%
Sensitive
31.91%
Communication Services
4.05%
Energy
4.10%
Industrials
9.83%
Information Technology
13.93%
Defensive
32.54%
Consumer Staples
14.09%
Health Care
14.54%
Utilities
3.91%
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