Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.60%
Stock 95.78%
Bond 1.18%
Convertible 0.00%
Preferred 0.73%
Other 0.72%
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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: 81.06%    % Emerging Markets: 17.03%    % Unidentified Markets: 1.91%

Americas 11.94%
9.70%
Canada 7.98%
United States 1.72%
2.24%
Brazil 1.31%
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 43.22%
United Kingdom 8.48%
30.96%
Austria 0.15%
Belgium 0.50%
Denmark 1.11%
Finland 0.67%
France 5.80%
Germany 5.62%
Greece 0.17%
Ireland 0.74%
Italy 1.83%
Netherlands 3.64%
Norway 0.33%
Portugal 0.11%
Spain 2.12%
Sweden 1.87%
Switzerland 5.87%
0.54%
Czech Republic 0.04%
Poland 0.29%
Turkey 0.12%
3.23%
Egypt 0.02%
Israel 0.62%
Qatar 0.19%
Saudi Arabia 0.87%
South Africa 0.91%
United Arab Emirates 0.41%
Greater Asia 42.93%
Japan 13.36%
3.86%
Australia 3.71%
13.21%
Hong Kong 2.53%
Singapore 1.14%
South Korea 3.62%
Taiwan 5.90%
12.50%
China 6.72%
India 4.67%
Indonesia 0.36%
Malaysia 0.35%
Philippines 0.11%
Thailand 0.30%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
41.80%
Materials
6.46%
Consumer Discretionary
9.85%
Financials
24.14%
Real Estate
1.35%
Sensitive
38.33%
Communication Services
5.63%
Energy
4.41%
Industrials
14.19%
Information Technology
14.10%
Defensive
16.91%
Consumer Staples
5.91%
Health Care
7.86%
Utilities
3.13%
Not Classified
2.97%
Non Classified Equity
0.29%
Not Classified - Non Equity
2.68%
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