Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.54%
Stock 98.21%
Bond 0.36%
Convertible 0.00%
Preferred 0.19%
Other 0.70%
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Market Capitalization

As of November 30, 2025
Large 91.72%
Mid 7.36%
Small 0.92%
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Region Exposure

% Developed Markets: 96.20%    % Emerging Markets: 2.01%    % Unidentified Markets: 1.79%

Americas 1.47%
1.47%
Canada 0.01%
United States 1.46%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 72.17%
United Kingdom 23.66%
47.93%
Belgium 1.92%
Denmark 0.65%
Finland 2.19%
France 9.02%
Germany 14.14%
Ireland 2.84%
Italy 3.57%
Spain 4.21%
Sweden 1.75%
Switzerland 7.62%
0.00%
0.59%
Israel 0.35%
South Africa 0.24%
Greater Asia 24.56%
Japan 20.46%
0.43%
Australia 0.43%
1.91%
Singapore 1.91%
1.77%
China 0.71%
India 0.57%
Indonesia 0.49%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
57.01%
Materials
11.17%
Consumer Discretionary
5.42%
Financials
39.91%
Real Estate
0.52%
Sensitive
28.07%
Communication Services
2.55%
Energy
6.71%
Industrials
16.01%
Information Technology
2.81%
Defensive
13.38%
Consumer Staples
5.66%
Health Care
6.64%
Utilities
1.08%
Not Classified
1.54%
Non Classified Equity
0.67%
Not Classified - Non Equity
0.87%
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