Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.52%
Stock 95.48%
Bond 0.00%
Convertible 0.00%
Preferred 1.13%
Other 2.88%
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Market Capitalization

As of November 30, 2025
Large 77.87%
Mid 15.68%
Small 6.45%
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Region Exposure

% Developed Markets: 79.90%    % Emerging Markets: 17.22%    % Unidentified Markets: 2.89%

Americas 9.74%
5.30%
Canada 4.63%
United States 0.67%
4.44%
Brazil 2.47%
Chile 0.30%
Mexico 1.10%
Peru 0.15%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.77%
United Kingdom 11.25%
32.21%
Austria 0.91%
Belgium 0.57%
Denmark 0.82%
Finland 0.88%
France 7.76%
Germany 4.58%
Greece 0.58%
Ireland 1.92%
Italy 1.80%
Netherlands 5.16%
Norway 0.02%
Portugal 0.00%
Spain 1.60%
Sweden 1.27%
Switzerland 3.81%
0.55%
Poland 0.10%
Turkey 0.32%
2.76%
Israel 0.23%
Saudi Arabia 0.49%
South Africa 1.48%
United Arab Emirates 0.56%
Greater Asia 40.60%
Japan 14.76%
1.83%
Australia 1.83%
13.77%
Hong Kong 3.09%
Singapore 0.68%
South Korea 3.81%
Taiwan 6.18%
10.25%
China 5.33%
India 3.69%
Indonesia 0.53%
Kazakhstan 0.16%
Philippines 0.12%
Thailand 0.41%
Unidentified Region 2.89%

Stock Sector Exposure

Cyclical
42.33%
Materials
4.12%
Consumer Discretionary
14.17%
Financials
22.68%
Real Estate
1.36%
Sensitive
42.42%
Communication Services
8.25%
Energy
3.44%
Industrials
14.97%
Information Technology
15.76%
Defensive
14.89%
Consumer Staples
5.94%
Health Care
7.67%
Utilities
1.28%
Not Classified
0.35%
Non Classified Equity
0.35%
Not Classified - Non Equity
0.00%
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