Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.08%
Stock 97.53%
Bond 1.72%
Convertible 0.00%
Preferred 0.07%
Other 0.60%
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Market Capitalization

As of November 30, 2025
Large 86.02%
Mid 13.68%
Small 0.29%
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Region Exposure

% Developed Markets: 95.86%    % Emerging Markets: 3.48%    % Unidentified Markets: 0.67%

Americas 2.02%
1.70%
Canada 0.00%
United States 1.70%
0.32%
Brazil 0.19%
Chile 0.02%
Colombia 0.01%
Mexico 0.09%
Peru 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.91%
United Kingdom 13.35%
51.48%
Austria 0.28%
Belgium 0.00%
Denmark 1.48%
Finland 0.71%
France 9.51%
Germany 9.59%
Greece 0.03%
Ireland 1.54%
Italy 4.76%
Netherlands 5.68%
Norway 1.51%
Spain 4.94%
Sweden 3.31%
Switzerland 8.13%
0.08%
Czech Republic 0.01%
Poland 0.03%
Turkey 0.03%
1.00%
Egypt 0.00%
Israel 0.57%
Qatar 0.03%
Saudi Arabia 0.15%
South Africa 0.14%
United Arab Emirates 0.07%
Greater Asia 31.41%
Japan 20.99%
4.22%
Australia 4.22%
3.41%
Hong Kong 0.67%
Singapore 0.90%
South Korea 0.39%
Taiwan 1.46%
2.79%
China 0.70%
India 1.90%
Indonesia 0.06%
Malaysia 0.06%
Philippines 0.02%
Thailand 0.06%
Unidentified Region 0.67%

Stock Sector Exposure

Cyclical
40.01%
Materials
5.68%
Consumer Discretionary
8.97%
Financials
24.82%
Real Estate
0.54%
Sensitive
37.25%
Communication Services
4.51%
Energy
3.75%
Industrials
18.71%
Information Technology
10.27%
Defensive
21.48%
Consumer Staples
7.18%
Health Care
10.61%
Utilities
3.69%
Not Classified
1.26%
Non Classified Equity
1.08%
Not Classified - Non Equity
0.18%
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