Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.99%
Stock 96.54%
Bond 1.47%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 12.34%
Mid 40.33%
Small 47.33%
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Region Exposure

% Developed Markets: 90.07%    % Emerging Markets: 8.74%    % Unidentified Markets: 1.19%

Americas 15.15%
11.98%
Canada 9.71%
United States 2.28%
3.17%
Brazil 1.85%
Mexico 0.66%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.32%
United Kingdom 19.66%
31.04%
Austria 1.92%
Denmark 2.53%
Finland 1.27%
France 1.26%
Germany 6.90%
Ireland 1.77%
Italy 3.61%
Netherlands 1.83%
Norway 1.07%
Spain 3.03%
Sweden 0.37%
Switzerland 5.49%
0.00%
1.62%
Israel 0.84%
South Africa 0.78%
Greater Asia 31.35%
Japan 16.35%
4.52%
Australia 4.52%
5.02%
Hong Kong 0.48%
South Korea 2.24%
Taiwan 2.30%
5.46%
China 1.58%
India 3.88%
Unidentified Region 1.19%

Stock Sector Exposure

Cyclical
32.38%
Materials
11.35%
Consumer Discretionary
12.64%
Financials
4.92%
Real Estate
3.47%
Sensitive
54.63%
Communication Services
4.53%
Energy
5.63%
Industrials
31.30%
Information Technology
13.17%
Defensive
10.31%
Consumer Staples
4.98%
Health Care
5.33%
Utilities
0.00%
Not Classified
2.68%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.68%
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