Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.13%
Stock 97.20%
Bond 0.79%
Convertible 0.00%
Preferred 0.40%
Other 1.49%
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Market Capitalization

As of November 30, 2025
Large 13.83%
Mid 36.79%
Small 49.38%
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Region Exposure

% Developed Markets: 83.15%    % Emerging Markets: 15.50%    % Unidentified Markets: 1.35%

Americas 10.72%
7.52%
Canada 6.72%
United States 0.80%
3.20%
Brazil 0.86%
Chile 0.24%
Mexico 1.37%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.53%
United Kingdom 10.34%
18.06%
Austria 1.04%
Belgium 0.93%
Denmark 1.25%
Finland 0.67%
France 3.40%
Germany 2.63%
Greece 1.10%
Ireland 1.65%
Italy 1.19%
Netherlands 0.21%
Norway 1.02%
Portugal 0.40%
Spain 0.85%
Sweden 1.29%
Switzerland 0.41%
0.68%
Poland 0.27%
Turkey 0.19%
3.45%
Israel 1.00%
Saudi Arabia 0.45%
South Africa 1.37%
United Arab Emirates 0.62%
Greater Asia 55.40%
Japan 24.14%
2.72%
Australia 2.72%
18.02%
Hong Kong 1.47%
Singapore 1.16%
South Korea 7.95%
Taiwan 7.44%
10.52%
China 2.16%
India 6.56%
Indonesia 0.53%
Malaysia 0.36%
Philippines 0.66%
Thailand 0.25%
Unidentified Region 1.35%

Stock Sector Exposure

Cyclical
41.98%
Materials
8.91%
Consumer Discretionary
11.34%
Financials
16.10%
Real Estate
5.64%
Sensitive
45.28%
Communication Services
3.49%
Energy
4.52%
Industrials
22.17%
Information Technology
15.10%
Defensive
11.11%
Consumer Staples
3.74%
Health Care
4.40%
Utilities
2.98%
Not Classified
1.63%
Non Classified Equity
0.43%
Not Classified - Non Equity
1.20%
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