Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.12%
Stock 93.53%
Bond 0.00%
Convertible 0.00%
Preferred 1.46%
Other 0.89%
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Market Capitalization

As of November 30, 2025
Large 90.47%
Mid 7.54%
Small 1.99%
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Region Exposure

% Developed Markets: 77.35%    % Emerging Markets: 18.20%    % Unidentified Markets: 4.45%

Americas 12.77%
8.96%
Canada 8.96%
3.81%
Brazil 1.46%
Mexico 1.54%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.00%
United Kingdom 7.66%
32.34%
Austria 0.75%
Denmark 0.02%
Finland 1.05%
France 6.92%
Germany 4.23%
Ireland 1.20%
Italy 1.62%
Netherlands 4.42%
Norway 0.00%
Spain 4.57%
Sweden 1.60%
Switzerland 4.02%
0.00%
0.00%
Israel 0.00%
South Africa 0.00%
Greater Asia 42.78%
Japan 11.98%
2.75%
Australia 2.75%
13.66%
Hong Kong 3.11%
Singapore 0.85%
South Korea 4.50%
Taiwan 5.20%
14.38%
China 9.87%
India 4.51%
Unidentified Region 4.45%

Stock Sector Exposure

Cyclical
49.76%
Materials
7.78%
Consumer Discretionary
8.45%
Financials
30.54%
Real Estate
2.99%
Sensitive
37.75%
Communication Services
6.16%
Energy
4.26%
Industrials
10.73%
Information Technology
16.60%
Defensive
12.49%
Consumer Staples
6.95%
Health Care
3.22%
Utilities
2.33%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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