Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.78%
Stock 97.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.26%
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Market Capitalization

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

% Developed Markets: 88.54%    % Emerging Markets: 10.19%    % Unidentified Markets: 1.27%

Americas 6.99%
0.76%
Canada 0.69%
United States 0.07%
6.23%
Mexico 6.23%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.92%
United Kingdom 16.05%
49.65%
Austria 4.46%
Finland 1.04%
France 12.69%
Germany 6.82%
Ireland 5.11%
Netherlands 3.48%
Portugal 4.00%
Spain 4.10%
Sweden 5.19%
Switzerland 0.55%
0.00%
3.22%
Israel 3.22%
Greater Asia 22.82%
Japan 8.83%
0.00%
10.02%
Hong Kong 6.22%
Singapore 3.81%
3.97%
China 0.03%
India 3.94%
Unidentified Region 1.27%

Stock Sector Exposure

Cyclical
37.60%
Materials
10.78%
Consumer Discretionary
20.73%
Financials
6.09%
Real Estate
0.00%
Sensitive
30.93%
Communication Services
4.01%
Energy
4.08%
Industrials
9.38%
Information Technology
13.46%
Defensive
31.48%
Consumer Staples
13.83%
Health Care
13.93%
Utilities
3.72%
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