Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.04%
Stock 98.79%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

As of November 30, 2025
Large 99.04%
Mid 0.96%
Small 0.00%
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Region Exposure

% Developed Markets: 89.07%    % Emerging Markets: 10.24%    % Unidentified Markets: 0.69%

Americas 7.09%
6.07%
Canada 5.85%
United States 0.22%
1.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.58%
United Kingdom 11.90%
37.13%
Belgium 2.08%
Denmark 1.08%
Finland 0.01%
France 10.78%
Germany 7.61%
Greece 1.18%
Ireland 0.01%
Italy 1.97%
Netherlands 2.38%
Norway 0.01%
Spain 0.00%
Sweden 3.62%
Switzerland 6.41%
0.00%
1.54%
Saudi Arabia 1.53%
United Arab Emirates 0.01%
Greater Asia 41.64%
Japan 12.76%
1.80%
Australia 1.80%
19.39%
Hong Kong 6.31%
Singapore 2.82%
South Korea 4.24%
Taiwan 6.03%
7.69%
China 3.86%
India 2.58%
Indonesia 1.26%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
46.11%
Materials
4.90%
Consumer Discretionary
9.73%
Financials
29.69%
Real Estate
1.79%
Sensitive
41.58%
Communication Services
6.82%
Energy
3.83%
Industrials
18.90%
Information Technology
12.03%
Defensive
11.29%
Consumer Staples
3.55%
Health Care
5.15%
Utilities
2.58%
Not Classified
1.03%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.03%
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