Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.79%
Stock 96.79%
Bond 0.67%
Convertible 0.00%
Preferred 0.68%
Other 1.07%
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Market Capitalization

As of November 30, 2025
Large 83.95%
Mid 14.19%
Small 1.87%
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Region Exposure

% Developed Markets: 84.04%    % Emerging Markets: 14.30%    % Unidentified Markets: 1.66%

Americas 11.24%
8.97%
Canada 7.88%
United States 1.09%
2.27%
Brazil 1.32%
Chile 0.16%
Colombia 0.05%
Mexico 0.57%
Peru 0.07%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.02%
United Kingdom 8.64%
30.28%
Austria 0.24%
Belgium 0.56%
Denmark 1.11%
Finland 0.72%
France 5.41%
Germany 5.32%
Greece 0.18%
Ireland 0.79%
Italy 1.98%
Netherlands 3.42%
Norway 0.43%
Portugal 0.11%
Spain 2.07%
Sweden 2.03%
Switzerland 5.47%
0.65%
Czech Republic 0.05%
Poland 0.30%
Turkey 0.20%
3.45%
Egypt 0.02%
Israel 0.86%
Qatar 0.19%
Saudi Arabia 0.76%
South Africa 0.96%
United Arab Emirates 0.42%
Greater Asia 44.08%
Japan 16.09%
4.29%
Australia 4.12%
13.97%
Hong Kong 2.55%
Singapore 1.24%
South Korea 3.89%
Taiwan 6.27%
9.73%
China 5.31%
India 3.12%
Indonesia 0.34%
Malaysia 0.45%
Philippines 0.12%
Thailand 0.39%
Unidentified Region 1.66%

Stock Sector Exposure

Cyclical
42.60%
Materials
6.38%
Consumer Discretionary
10.37%
Financials
24.11%
Real Estate
1.74%
Sensitive
39.06%
Communication Services
5.61%
Energy
4.37%
Industrials
14.81%
Information Technology
14.26%
Defensive
16.55%
Consumer Staples
5.80%
Health Care
7.60%
Utilities
3.15%
Not Classified
1.79%
Non Classified Equity
0.31%
Not Classified - Non Equity
1.48%
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