Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.53%
Stock 97.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.35%
Other 0.64%
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Market Capitalization

As of November 30, 2025
Large 82.47%
Mid 14.13%
Small 3.40%
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Region Exposure

% Developed Markets: 92.72%    % Emerging Markets: 5.15%    % Unidentified Markets: 2.14%

Americas 4.98%
4.14%
Canada 3.21%
United States 0.93%
0.84%
Brazil 0.18%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.94%
United Kingdom 14.84%
46.52%
Austria 0.16%
Belgium 0.96%
Denmark 2.32%
Finland 1.08%
France 11.59%
Germany 7.09%
Greece 0.15%
Ireland 2.48%
Italy 4.12%
Netherlands 6.66%
Norway 0.10%
Portugal 0.19%
Spain 2.06%
Sweden 1.67%
Switzerland 5.42%
0.00%
Poland 0.00%
0.58%
Israel 0.33%
South Africa 0.25%
Greater Asia 30.94%
Japan 16.78%
0.89%
Australia 0.85%
9.18%
Hong Kong 3.81%
Singapore 1.61%
South Korea 2.12%
Taiwan 1.52%
4.10%
China 3.51%
India 0.44%
Indonesia 0.03%
Kazakhstan 0.12%
Unidentified Region 2.14%

Stock Sector Exposure

Cyclical
37.52%
Materials
5.33%
Consumer Discretionary
10.24%
Financials
21.12%
Real Estate
0.83%
Sensitive
42.44%
Communication Services
6.86%
Energy
2.15%
Industrials
15.77%
Information Technology
17.66%
Defensive
18.19%
Consumer Staples
5.49%
Health Care
10.64%
Utilities
2.07%
Not Classified
1.85%
Non Classified Equity
0.31%
Not Classified - Non Equity
1.54%
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