Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.45%
Stock 98.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.62%
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Market Capitalization

As of November 30, 2025
Large 57.95%
Mid 30.95%
Small 11.10%
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Region Exposure

% Developed Markets: 92.99%    % Emerging Markets: 5.94%    % Unidentified Markets: 1.07%

Americas 8.43%
6.99%
Canada 4.16%
United States 2.83%
1.44%
Brazil 1.44%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.79%
United Kingdom 12.56%
37.26%
Austria 0.01%
Belgium 0.39%
Denmark 0.01%
Finland 1.01%
France 7.77%
Germany 4.42%
Greece 2.57%
Ireland 3.34%
Italy 3.50%
Netherlands 5.62%
Norway 2.37%
Portugal 0.00%
Spain 4.02%
Sweden 0.05%
Switzerland 2.19%
0.96%
Poland 0.96%
4.01%
Israel 1.84%
South Africa 0.61%
United Arab Emirates 1.56%
Greater Asia 35.71%
Japan 23.36%
3.34%
Australia 3.34%
6.74%
Hong Kong 4.42%
Singapore 1.69%
South Korea 0.63%
2.28%
China 1.72%
Kazakhstan 0.56%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
49.23%
Materials
6.85%
Consumer Discretionary
7.51%
Financials
31.97%
Real Estate
2.89%
Sensitive
26.21%
Communication Services
2.31%
Energy
10.79%
Industrials
8.31%
Information Technology
4.80%
Defensive
21.87%
Consumer Staples
11.44%
Health Care
6.88%
Utilities
3.54%
Not Classified
2.70%
Non Classified Equity
2.25%
Not Classified - Non Equity
0.45%
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