Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.83%
Stock 97.55%
Bond 2.03%
Convertible 0.00%
Preferred 0.31%
Other -2.72%
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Market Capitalization

As of November 30, 2025
Large 85.34%
Mid 13.88%
Small 0.78%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.09%    % Unidentified Markets: -0.26%

Americas 2.39%
2.31%
Canada 0.06%
United States 2.25%
0.07%
Mexico 0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.63%
United Kingdom 14.07%
50.53%
Austria 0.26%
Belgium 0.84%
Denmark 1.85%
Finland 1.11%
France 9.64%
Germany 9.37%
Ireland 0.82%
Italy 3.03%
Netherlands 5.98%
Norway 0.55%
Portugal 0.18%
Spain 3.52%
Sweden 3.10%
Switzerland 9.64%
0.00%
1.03%
Israel 1.03%
Greater Asia 32.24%
Japan 22.18%
6.38%
Australia 6.14%
3.66%
Hong Kong 1.96%
Singapore 1.66%
0.03%
China 0.03%
Unidentified Region -0.26%

Stock Sector Exposure

Cyclical
39.30%
Materials
5.18%
Consumer Discretionary
9.45%
Financials
23.21%
Real Estate
1.47%
Sensitive
33.89%
Communication Services
4.35%
Energy
3.08%
Industrials
18.18%
Information Technology
8.28%
Defensive
21.82%
Consumer Staples
7.30%
Health Care
10.99%
Utilities
3.53%
Not Classified
4.99%
Non Classified Equity
0.32%
Not Classified - Non Equity
4.67%
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