Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.45%
Stock 93.65%
Bond 2.47%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 71.10%
Mid 27.09%
Small 1.81%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.92%    % Emerging Markets: 0.51%    % Unidentified Markets: 3.57%

Americas 8.13%
8.13%
Canada 5.42%
United States 2.71%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.76%
United Kingdom 9.44%
44.32%
Belgium 3.41%
France 3.01%
Germany 13.94%
Ireland 3.00%
Italy 3.37%
Netherlands 1.17%
Portugal 0.37%
Spain 6.72%
Sweden 5.47%
Switzerland 3.85%
0.00%
0.00%
Greater Asia 34.55%
Japan 24.46%
2.37%
Australia 2.37%
7.72%
South Korea 7.19%
Taiwan 0.53%
0.00%
Unidentified Region 3.57%

Stock Sector Exposure

Cyclical
38.06%
Materials
8.27%
Consumer Discretionary
8.49%
Financials
21.29%
Real Estate
0.00%
Sensitive
40.61%
Communication Services
0.00%
Energy
0.71%
Industrials
25.88%
Information Technology
14.02%
Defensive
15.39%
Consumer Staples
4.47%
Health Care
10.92%
Utilities
0.00%
Not Classified
5.95%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.95%
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