Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.44%
Stock 96.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 70.30%
Mid 27.93%
Small 1.77%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.39%    % Unidentified Markets: 0.00%

Americas 15.34%
14.40%
Canada 7.24%
United States 7.16%
0.94%
Brazil 0.39%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.95%
United Kingdom 14.02%
51.94%
Denmark 0.17%
France 13.22%
Germany 7.07%
Greece 0.67%
Ireland 8.50%
Italy 0.49%
Netherlands 2.99%
Norway 0.78%
Portugal 0.37%
Spain 3.61%
Sweden 2.43%
Switzerland 10.09%
0.00%
0.00%
Greater Asia 18.70%
Japan 12.04%
1.26%
Australia 1.26%
5.40%
South Korea 2.07%
Taiwan 3.33%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
43.13%
Materials
16.27%
Consumer Discretionary
1.10%
Financials
25.77%
Real Estate
0.00%
Sensitive
36.45%
Communication Services
0.00%
Energy
5.23%
Industrials
18.39%
Information Technology
12.83%
Defensive
20.42%
Consumer Staples
7.70%
Health Care
12.73%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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