Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.10%
Stock 98.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.39%
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Market Capitalization

As of November 30, 2025
Large 92.60%
Mid 7.40%
Small 0.00%
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Region Exposure

% Developed Markets: 98.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.39%

Americas 3.04%
3.04%
Canada 3.04%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.00%
United Kingdom 8.33%
61.67%
Denmark 3.95%
Finland 2.44%
France 15.93%
Germany 8.36%
Ireland 2.47%
Italy 2.13%
Netherlands 10.46%
Spain 4.87%
Sweden 2.20%
Switzerland 8.86%
0.00%
0.00%
Greater Asia 25.56%
Japan 13.16%
2.77%
Australia 2.77%
9.64%
Hong Kong 4.96%
Taiwan 4.68%
0.00%
Unidentified Region 1.39%

Stock Sector Exposure

Cyclical
22.36%
Materials
4.25%
Consumer Discretionary
14.11%
Financials
4.00%
Real Estate
0.00%
Sensitive
50.02%
Communication Services
2.65%
Energy
2.27%
Industrials
16.89%
Information Technology
28.22%
Defensive
26.49%
Consumer Staples
5.52%
Health Care
18.72%
Utilities
2.24%
Not Classified
1.12%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.12%
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