Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 95.25%
Bond 0.00%
Convertible 0.00%
Preferred 1.15%
Other 3.58%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 77.69%
Mid 20.50%
Small 1.81%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.16%    % Emerging Markets: 5.25%    % Unidentified Markets: 3.59%

Americas 4.75%
2.23%
Canada 2.23%
2.52%
Brazil 1.71%
Mexico 0.81%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.23%
United Kingdom 17.10%
49.30%
Belgium 1.36%
Denmark 0.96%
France 12.81%
Germany 7.80%
Greece 2.19%
Ireland 4.73%
Italy 2.67%
Netherlands 5.58%
Spain 4.04%
Sweden 3.02%
Switzerland 4.14%
0.00%
1.82%
Israel 1.82%
Greater Asia 23.44%
Japan 14.80%
0.00%
5.91%
Hong Kong 3.16%
South Korea 1.72%
Taiwan 1.02%
2.73%
China 2.73%
Unidentified Region 3.59%

Stock Sector Exposure

Cyclical
42.45%
Materials
8.68%
Consumer Discretionary
9.76%
Financials
23.03%
Real Estate
0.98%
Sensitive
33.29%
Communication Services
3.91%
Energy
1.01%
Industrials
18.31%
Information Technology
10.05%
Defensive
20.68%
Consumer Staples
8.78%
Health Care
9.05%
Utilities
2.84%
Not Classified
3.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.59%
As of November 30, 2025
View Region Exposure
Start Trial

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