Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.31%
Stock 98.02%
Bond 0.66%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 9.23%
Mid 30.10%
Small 60.67%
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Region Exposure

% Developed Markets: 80.47%    % Emerging Markets: 18.49%    % Unidentified Markets: 1.04%

Americas 6.38%
2.15%
Canada 1.22%
United States 0.93%
4.23%
Brazil 1.64%
Mexico 1.94%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.87%
United Kingdom 12.81%
31.49%
Austria 3.36%
Denmark 1.65%
Finland 2.27%
France 6.32%
Germany 7.92%
Netherlands 2.07%
Sweden 7.90%
0.57%
Poland 0.57%
0.00%
Greater Asia 47.71%
Japan 19.17%
3.75%
Australia 3.75%
11.10%
Singapore 0.67%
South Korea 4.96%
Taiwan 5.47%
13.69%
China 4.91%
India 5.35%
Indonesia 2.04%
Malaysia 1.39%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
37.98%
Materials
7.13%
Consumer Discretionary
10.62%
Financials
16.33%
Real Estate
3.91%
Sensitive
48.35%
Communication Services
9.57%
Energy
3.11%
Industrials
21.57%
Information Technology
14.10%
Defensive
11.91%
Consumer Staples
3.40%
Health Care
7.36%
Utilities
1.16%
Not Classified
1.76%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.76%
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