Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.46%
Stock 97.85%
Bond 0.34%
Convertible 0.00%
Preferred 0.21%
Other 1.14%
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Market Capitalization

As of November 30, 2025
Large 0.80%
Mid 37.78%
Small 61.42%
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Region Exposure

% Developed Markets: 98.43%    % Emerging Markets: 0.34%    % Unidentified Markets: 1.22%

Americas 0.70%
0.44%
Canada 0.01%
United States 0.43%
0.27%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.33%
United Kingdom 12.06%
30.87%
Austria 1.17%
Belgium 1.49%
Denmark 1.98%
Finland 1.14%
France 3.48%
Germany 3.72%
Ireland 0.38%
Italy 3.02%
Netherlands 1.09%
Norway 1.53%
Portugal 0.20%
Spain 1.53%
Sweden 5.06%
Switzerland 4.38%
0.04%
4.36%
Israel 4.36%
Greater Asia 50.74%
Japan 35.40%
11.23%
Australia 10.88%
4.04%
Hong Kong 1.50%
Singapore 2.44%
0.08%
China 0.06%
Indonesia 0.01%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
46.04%
Materials
10.49%
Consumer Discretionary
12.31%
Financials
12.39%
Real Estate
10.85%
Sensitive
38.94%
Communication Services
4.13%
Energy
3.00%
Industrials
22.41%
Information Technology
9.40%
Defensive
13.81%
Consumer Staples
5.36%
Health Care
5.72%
Utilities
2.73%
Not Classified
1.21%
Non Classified Equity
0.50%
Not Classified - Non Equity
0.71%
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