Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.66%
Stock 97.23%
Bond 1.07%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of November 30, 2025
Large 83.64%
Mid 10.97%
Small 5.39%
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Region Exposure

% Developed Markets: 98.14%    % Emerging Markets: 0.46%    % Unidentified Markets: 1.41%

Americas 6.08%
6.08%
Canada 2.57%
United States 3.50%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.55%
United Kingdom 11.19%
49.36%
Austria 0.66%
Belgium 3.06%
Denmark 0.63%
Finland 0.46%
France 11.11%
Germany 8.95%
Ireland 1.62%
Italy 4.11%
Netherlands 7.14%
Portugal 0.63%
Spain 3.61%
Sweden 3.37%
Switzerland 4.02%
0.00%
0.00%
Greater Asia 31.97%
Japan 22.16%
3.22%
Australia 2.87%
6.13%
Hong Kong 1.74%
South Korea 0.83%
Taiwan 3.56%
0.46%
India 0.46%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
43.31%
Materials
4.91%
Consumer Discretionary
8.89%
Financials
28.70%
Real Estate
0.81%
Sensitive
37.57%
Communication Services
3.02%
Energy
1.49%
Industrials
20.09%
Information Technology
12.97%
Defensive
16.54%
Consumer Staples
4.81%
Health Care
7.97%
Utilities
3.76%
Not Classified
2.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.58%
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