Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.69%
Stock 96.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other 0.62%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 86.55%    % Emerging Markets: 13.43%    % Unidentified Markets: 0.01%

Americas 11.45%
8.04%
Canada 3.60%
United States 4.43%
3.41%
Brazil 1.89%
Chile 0.01%
Mexico 0.69%
Peru 0.33%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.06%
United Kingdom 13.03%
35.59%
Austria 0.20%
Denmark 0.51%
Finland 0.03%
France 10.15%
Germany 4.66%
Greece 0.45%
Ireland 3.83%
Italy 1.48%
Netherlands 3.91%
Norway 0.24%
Portugal 0.73%
Spain 1.87%
Sweden 1.07%
Switzerland 5.83%
0.24%
Czech Republic 0.03%
Russia 0.00%
Turkey 0.14%
1.20%
Qatar 0.10%
Saudi Arabia 0.38%
South Africa 0.34%
United Arab Emirates 0.37%
Greater Asia 38.48%
Japan 14.10%
1.43%
Australia 1.39%
13.46%
Hong Kong 3.17%
Singapore 0.63%
South Korea 3.38%
Taiwan 5.93%
9.48%
China 4.15%
India 4.00%
Indonesia 0.65%
Philippines 0.10%
Thailand 0.58%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
39.77%
Materials
8.62%
Consumer Discretionary
8.08%
Financials
22.52%
Real Estate
0.56%
Sensitive
41.37%
Communication Services
4.64%
Energy
4.47%
Industrials
16.04%
Information Technology
16.21%
Defensive
18.84%
Consumer Staples
8.28%
Health Care
8.53%
Utilities
2.03%
Not Classified
0.03%
Non Classified Equity
0.03%
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