Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.13%
Stock 97.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 68.64%
Mid 17.58%
Small 13.77%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.29%    % Emerging Markets: 5.30%    % Unidentified Markets: 0.40%

Americas 4.09%
2.13%
Canada 2.13%
United States 0.00%
1.95%
Mexico 1.95%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.80%
United Kingdom 19.97%
42.83%
Denmark 3.86%
Finland 10.16%
France 3.37%
Germany 7.33%
Ireland 0.25%
Italy 2.17%
Norway 1.92%
Spain 5.42%
Switzerland 5.09%
0.00%
0.00%
Greater Asia 32.71%
Japan 14.84%
0.00%
14.52%
Hong Kong 3.83%
Singapore 4.08%
South Korea 4.48%
Taiwan 2.13%
3.35%
China 1.06%
India 2.29%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
44.52%
Materials
10.03%
Consumer Discretionary
8.63%
Financials
25.85%
Real Estate
0.00%
Sensitive
49.83%
Communication Services
1.84%
Energy
5.10%
Industrials
21.26%
Information Technology
21.63%
Defensive
5.65%
Consumer Staples
2.49%
Health Care
3.15%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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