Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.92%
Stock 97.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.57%
Other 0.27%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 85.66%    % Emerging Markets: 14.05%    % Unidentified Markets: 0.29%

Americas 8.90%
4.03%
Canada 3.41%
United States 0.62%
4.87%
Brazil 1.01%
Chile 0.15%
Mexico 2.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.28%
United Kingdom 10.24%
41.57%
Austria 1.38%
Belgium 0.98%
Denmark 0.17%
Finland 0.47%
France 8.83%
Germany 9.27%
Greece 0.19%
Ireland 3.92%
Italy 3.26%
Netherlands 5.02%
Norway 0.81%
Portugal 0.58%
Spain 2.35%
Sweden 0.98%
Switzerland 2.49%
0.44%
Poland 0.44%
1.03%
Israel 0.72%
South Africa 0.31%
Greater Asia 37.54%
Japan 13.66%
0.30%
Australia 0.30%
14.22%
Hong Kong 3.07%
Singapore 0.88%
South Korea 4.03%
Taiwan 6.24%
9.36%
China 5.68%
India 3.51%
Indonesia 0.17%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
37.04%
Materials
6.19%
Consumer Discretionary
12.11%
Financials
18.54%
Real Estate
0.19%
Sensitive
45.89%
Communication Services
5.22%
Energy
3.46%
Industrials
20.16%
Information Technology
17.05%
Defensive
16.73%
Consumer Staples
5.22%
Health Care
7.84%
Utilities
3.67%
Not Classified
0.34%
Non Classified Equity
0.34%
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