Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.16%
Stock 96.59%
Bond 0.87%
Convertible 0.00%
Preferred 0.72%
Other 0.65%
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Market Capitalization

As of November 30, 2025
Large 88.47%
Mid 10.85%
Small 0.68%
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Region Exposure

% Developed Markets: 81.37%    % Emerging Markets: 17.17%    % Unidentified Markets: 1.46%

Americas 11.67%
9.41%
Canada 8.04%
United States 1.37%
2.26%
Brazil 1.32%
Chile 0.16%
Colombia 0.04%
Mexico 0.60%
Peru 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.58%
United Kingdom 8.55%
31.22%
Austria 0.16%
Belgium 0.51%
Denmark 1.12%
Finland 0.67%
France 5.85%
Germany 5.67%
Greece 0.17%
Ireland 0.74%
Italy 1.84%
Netherlands 3.67%
Norway 0.34%
Portugal 0.11%
Spain 2.14%
Sweden 1.88%
Switzerland 5.92%
0.55%
Czech Republic 0.04%
Poland 0.29%
Turkey 0.12%
3.26%
Egypt 0.02%
Israel 0.63%
Qatar 0.20%
Saudi Arabia 0.88%
South Africa 0.91%
United Arab Emirates 0.42%
Greater Asia 43.29%
Japan 13.47%
3.89%
Australia 3.74%
13.32%
Hong Kong 2.55%
Singapore 1.15%
South Korea 3.65%
Taiwan 5.95%
12.60%
China 6.78%
India 4.71%
Indonesia 0.36%
Malaysia 0.35%
Philippines 0.11%
Thailand 0.30%
Unidentified Region 1.46%

Stock Sector Exposure

Cyclical
42.11%
Materials
6.51%
Consumer Discretionary
9.92%
Financials
24.32%
Real Estate
1.35%
Sensitive
38.61%
Communication Services
5.67%
Energy
4.44%
Industrials
14.29%
Information Technology
14.21%
Defensive
17.03%
Consumer Staples
5.96%
Health Care
7.92%
Utilities
3.15%
Not Classified
2.25%
Non Classified Equity
0.29%
Not Classified - Non Equity
1.96%
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