Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.18%
Stock 97.13%
Bond 0.57%
Convertible 0.00%
Preferred 0.00%
Other 2.49%
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Market Capitalization

As of November 30, 2025
Large 11.80%
Mid 26.42%
Small 61.79%
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Region Exposure

% Developed Markets: 94.90%    % Emerging Markets: 1.90%    % Unidentified Markets: 3.20%

Americas 6.76%
5.24%
Canada 2.18%
United States 3.06%
1.52%
Brazil 0.27%
Mexico 0.52%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.28%
United Kingdom 12.21%
29.07%
Belgium 6.37%
Finland 2.21%
France 3.99%
Germany 4.40%
Greece 0.48%
Ireland 2.22%
Netherlands 0.25%
Spain 2.49%
Sweden 4.66%
Switzerland 1.99%
0.00%
0.00%
Greater Asia 48.77%
Japan 21.81%
13.35%
Australia 11.83%
13.60%
Hong Kong 5.20%
Singapore 8.41%
0.00%
Unidentified Region 3.20%

Stock Sector Exposure

Cyclical
86.98%
Materials
0.00%
Consumer Discretionary
4.29%
Financials
0.00%
Real Estate
82.69%
Sensitive
1.32%
Communication Services
0.23%
Energy
0.00%
Industrials
1.09%
Information Technology
0.00%
Defensive
2.95%
Consumer Staples
0.00%
Health Care
2.95%
Utilities
0.00%
Not Classified
8.76%
Non Classified Equity
7.38%
Not Classified - Non Equity
1.38%
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