Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.46%
Stock 95.67%
Bond 2.87%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 79.06%
Mid 17.32%
Small 3.62%
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Region Exposure

% Developed Markets: 97.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.07%

Americas 7.71%
7.71%
Canada 5.46%
United States 2.25%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 72.09%
United Kingdom 21.60%
50.49%
Austria 1.30%
Denmark 1.03%
France 9.12%
Germany 9.22%
Ireland 4.01%
Italy 3.61%
Netherlands 9.76%
Spain 1.60%
Switzerland 9.97%
0.00%
0.00%
Greater Asia 18.12%
Japan 17.46%
0.00%
0.67%
Singapore 0.67%
0.00%
Unidentified Region 2.07%

Stock Sector Exposure

Cyclical
31.57%
Materials
9.45%
Consumer Discretionary
11.91%
Financials
10.21%
Real Estate
0.00%
Sensitive
43.36%
Communication Services
2.99%
Energy
1.98%
Industrials
27.28%
Information Technology
11.11%
Defensive
20.16%
Consumer Staples
6.61%
Health Care
13.55%
Utilities
0.00%
Not Classified
4.91%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.91%
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