Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.23%
Stock 96.56%
Bond 1.86%
Convertible 0.00%
Preferred 0.00%
Other -0.65%
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Market Capitalization

As of November 30, 2025
Large 63.18%
Mid 27.40%
Small 9.42%
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Region Exposure

% Developed Markets: 93.59%    % Emerging Markets: 5.96%    % Unidentified Markets: 0.45%

Americas 14.59%
8.18%
Canada 5.18%
United States 2.99%
6.42%
Brazil 1.37%
Mexico 2.12%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.73%
United Kingdom 19.75%
30.98%
Austria 0.53%
Denmark 3.25%
Finland 0.99%
France 10.00%
Germany 1.57%
Ireland 0.81%
Italy 3.29%
Netherlands 4.11%
Norway 0.85%
Spain 2.80%
Switzerland 2.18%
0.00%
0.00%
Greater Asia 34.23%
Japan 18.00%
1.93%
Australia 1.93%
11.82%
Hong Kong 2.24%
South Korea 9.58%
2.47%
China 0.48%
India 1.99%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
40.02%
Materials
9.74%
Consumer Discretionary
6.02%
Financials
24.25%
Real Estate
0.00%
Sensitive
35.76%
Communication Services
7.18%
Energy
4.05%
Industrials
18.10%
Information Technology
6.44%
Defensive
21.25%
Consumer Staples
7.78%
Health Care
10.98%
Utilities
2.49%
Not Classified
2.97%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.97%
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