Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.06%
Stock 96.18%
Bond 0.00%
Convertible 0.00%
Preferred 1.85%
Other 1.91%
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Market Capitalization

As of November 30, 2025
Large 88.16%
Mid 11.06%
Small 0.78%
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Region Exposure

% Developed Markets: 83.61%    % Emerging Markets: 14.48%    % Unidentified Markets: 1.91%

Americas 7.44%
2.29%
Canada 2.29%
United States 0.00%
5.15%
Brazil 2.78%
Mexico 2.37%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.67%
United Kingdom 13.74%
42.53%
Belgium 1.91%
Denmark 0.76%
Finland 1.20%
France 8.66%
Germany 5.78%
Greece 2.64%
Ireland 4.77%
Italy 0.86%
Netherlands 6.07%
Spain 4.29%
Sweden 1.41%
Switzerland 4.17%
0.00%
1.40%
Israel 1.40%
Greater Asia 32.98%
Japan 12.06%
0.00%
11.59%
Hong Kong 3.81%
South Korea 2.59%
Taiwan 5.19%
9.33%
China 5.35%
India 3.15%
Indonesia 0.84%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
44.75%
Materials
3.82%
Consumer Discretionary
11.49%
Financials
28.37%
Real Estate
1.07%
Sensitive
40.58%
Communication Services
5.35%
Energy
1.02%
Industrials
18.89%
Information Technology
15.31%
Defensive
13.33%
Consumer Staples
4.42%
Health Care
6.40%
Utilities
2.51%
Not Classified
1.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.34%
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