Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.68%
Stock 97.73%
Bond 0.59%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 85.07%
Mid 13.33%
Small 1.60%
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Region Exposure

% Developed Markets: 75.27%    % Emerging Markets: 23.08%    % Unidentified Markets: 1.66%

Americas 16.24%
7.23%
Canada 3.99%
United States 3.24%
9.01%
Brazil 4.46%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.07%
United Kingdom 9.11%
30.96%
Denmark 1.28%
Finland 1.20%
Germany 10.57%
Ireland 3.79%
Netherlands 8.49%
Norway 0.75%
Spain 2.29%
Switzerland 1.15%
0.00%
0.00%
Greater Asia 42.03%
Japan 10.21%
0.00%
15.94%
Hong Kong 1.58%
Singapore 4.64%
South Korea 3.93%
Taiwan 5.78%
15.88%
China 9.13%
India 6.75%
Unidentified Region 1.66%

Stock Sector Exposure

Cyclical
41.53%
Materials
1.29%
Consumer Discretionary
14.67%
Financials
23.98%
Real Estate
1.60%
Sensitive
43.59%
Communication Services
7.46%
Energy
0.48%
Industrials
20.06%
Information Technology
15.59%
Defensive
13.75%
Consumer Staples
3.42%
Health Care
10.33%
Utilities
0.00%
Not Classified
1.12%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.12%
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