Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.18%
Stock 95.43%
Bond 4.02%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 75.52%
Mid 22.95%
Small 1.53%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.09%    % Emerging Markets: 10.54%    % Unidentified Markets: 0.37%

Americas 5.64%
5.64%
Canada 4.04%
United States 1.60%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.83%
United Kingdom 20.81%
36.03%
Belgium 0.28%
Finland 3.98%
France 5.34%
Germany 2.95%
Ireland 4.70%
Italy 6.86%
Netherlands 6.94%
Norway 1.53%
Sweden 0.46%
Switzerland 2.99%
0.00%
0.00%
Greater Asia 37.15%
Japan 14.28%
0.00%
12.34%
Singapore 1.55%
South Korea 2.59%
Taiwan 8.20%
10.54%
China 7.21%
India 3.32%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
31.47%
Materials
2.67%
Consumer Discretionary
4.39%
Financials
24.41%
Real Estate
0.00%
Sensitive
58.65%
Communication Services
9.55%
Energy
2.44%
Industrials
29.29%
Information Technology
17.37%
Defensive
9.87%
Consumer Staples
2.17%
Health Care
7.71%
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