Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.36%
Stock 98.85%
Bond 0.23%
Convertible 0.00%
Preferred 0.26%
Other 0.30%
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Market Capitalization

As of November 30, 2025
Large 84.82%
Mid 14.15%
Small 1.03%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 0.60%    % Unidentified Markets: 0.48%

Americas 12.41%
12.34%
Canada 11.53%
United States 0.81%
0.07%
Mexico 0.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.69%
United Kingdom 12.31%
41.71%
Austria 0.35%
Belgium 0.78%
Denmark 1.58%
Finland 0.95%
France 7.62%
Germany 7.72%
Ireland 0.84%
Italy 2.67%
Netherlands 4.92%
Norway 0.61%
Portugal 0.15%
Spain 2.80%
Sweden 2.95%
Switzerland 7.59%
0.42%
Poland 0.42%
1.25%
Israel 1.25%
Greater Asia 31.42%
Japan 21.67%
6.24%
Australia 6.00%
3.41%
Hong Kong 1.87%
Singapore 1.50%
0.10%
China 0.10%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
43.01%
Materials
6.76%
Consumer Discretionary
9.25%
Financials
25.33%
Real Estate
1.67%
Sensitive
35.97%
Communication Services
4.10%
Energy
4.73%
Industrials
17.95%
Information Technology
9.19%
Defensive
20.24%
Consumer Staples
7.07%
Health Care
9.74%
Utilities
3.43%
Not Classified
0.79%
Non Classified Equity
0.31%
Not Classified - Non Equity
0.48%
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