Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.62%
Stock 94.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.14%
Other 1.29%
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Market Capitalization

As of November 30, 2025
Large 1.08%
Mid 24.54%
Small 74.38%
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Region Exposure

% Developed Markets: 99.13%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.86%

Americas 15.09%
14.80%
Canada 11.25%
United States 3.55%
0.29%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.56%
United Kingdom 10.30%
36.08%
Austria 0.98%
Belgium 1.47%
Denmark 3.38%
Finland 2.36%
France 3.29%
Germany 3.80%
Ireland 0.66%
Italy 4.76%
Netherlands 2.23%
Norway 0.49%
Portugal 0.30%
Spain 3.42%
Sweden 2.69%
Switzerland 5.36%
0.00%
1.17%
Israel 1.17%
United Arab Emirates 0.00%
Greater Asia 36.50%
Japan 26.45%
7.66%
Australia 7.57%
2.38%
Hong Kong 1.67%
Singapore 0.71%
0.01%
China 0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
55.41%
Materials
20.06%
Consumer Discretionary
11.37%
Financials
21.51%
Real Estate
2.48%
Sensitive
31.67%
Communication Services
2.72%
Energy
5.51%
Industrials
20.38%
Information Technology
3.06%
Defensive
7.77%
Consumer Staples
4.59%
Health Care
2.10%
Utilities
1.09%
Not Classified
5.15%
Non Classified Equity
0.34%
Not Classified - Non Equity
4.81%
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