Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.03%
Stock 97.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 73.09%
Mid 25.16%
Small 1.75%
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Region Exposure

% Developed Markets: 96.68%    % Emerging Markets: 2.87%    % Unidentified Markets: 0.45%

Americas 3.74%
1.52%
Canada 1.52%
United States 0.01%
2.21%
Mexico 0.82%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.59%
United Kingdom 12.83%
55.64%
Belgium 1.69%
France 13.18%
Germany 12.65%
Ireland 7.18%
Italy 1.10%
Netherlands 7.01%
Norway 1.67%
Spain 2.15%
Sweden 2.39%
Switzerland 6.61%
0.00%
2.11%
Israel 1.54%
South Africa 0.57%
Greater Asia 25.22%
Japan 18.59%
0.00%
5.15%
Hong Kong 2.81%
South Korea 2.34%
1.48%
India 0.72%
Indonesia 0.75%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
47.69%
Materials
2.49%
Consumer Discretionary
12.87%
Financials
32.34%
Real Estate
0.00%
Sensitive
28.32%
Communication Services
2.36%
Energy
3.40%
Industrials
15.36%
Information Technology
7.20%
Defensive
22.49%
Consumer Staples
10.15%
Health Care
12.33%
Utilities
0.00%
Not Classified
1.50%
Non Classified Equity
1.50%
Not Classified - Non Equity
0.00%
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