Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.59%
Stock 97.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.32%
Other 0.74%
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Market Capitalization

As of November 30, 2025
Large 50.07%
Mid 25.79%
Small 24.13%
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Region Exposure

% Developed Markets: 99.30%    % Emerging Markets: 0.15%    % Unidentified Markets: 0.55%

Americas 14.18%
13.99%
Canada 11.99%
United States 2.00%
0.19%
Mexico 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.68%
United Kingdom 10.95%
42.40%
Austria 0.63%
Belgium 1.10%
Denmark 2.12%
Finland 1.66%
France 6.93%
Germany 7.64%
Greece 0.01%
Ireland 0.79%
Italy 3.32%
Netherlands 3.74%
Norway 0.59%
Portugal 0.34%
Spain 2.99%
Sweden 2.71%
Switzerland 7.41%
0.00%
1.33%
Israel 1.33%
South Africa 0.00%
United Arab Emirates 0.00%
Greater Asia 30.59%
Japan 21.86%
6.00%
Australia 5.72%
2.65%
Hong Kong 1.46%
Singapore 1.15%
Taiwan 0.02%
0.08%
China 0.06%
Malaysia 0.01%
Thailand 0.00%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
43.94%
Materials
10.63%
Consumer Discretionary
10.74%
Financials
20.94%
Real Estate
1.63%
Sensitive
36.04%
Communication Services
4.19%
Energy
6.34%
Industrials
18.62%
Information Technology
6.90%
Defensive
16.40%
Consumer Staples
6.01%
Health Care
6.98%
Utilities
3.40%
Not Classified
3.62%
Non Classified Equity
0.35%
Not Classified - Non Equity
3.27%
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