Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.17%
Stock 95.69%
Bond 3.81%
Convertible 0.00%
Preferred 0.00%
Other 0.33%
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Market Capitalization

As of November 30, 2025
Large 76.09%
Mid 22.57%
Small 1.33%
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Region Exposure

% Developed Markets: 89.14%    % Emerging Markets: 10.53%    % Unidentified Markets: 0.33%

Americas 5.46%
5.46%
Canada 3.85%
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 56.99%
United Kingdom 20.87%
36.12%
Belgium 0.28%
Finland 3.99%
France 5.35%
Germany 2.96%
Ireland 4.70%
Italy 6.88%
Netherlands 6.96%
Norway 1.53%
Sweden 0.46%
Switzerland 3.00%
0.00%
0.00%
Greater Asia 37.22%
Japan 14.32%
0.00%
12.38%
Singapore 1.55%
South Korea 2.59%
Taiwan 8.23%
10.53%
China 7.23%
India 3.29%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
31.47%
Materials
2.67%
Consumer Discretionary
4.39%
Financials
24.40%
Real Estate
0.00%
Sensitive
58.66%
Communication Services
9.56%
Energy
2.44%
Industrials
29.28%
Information Technology
17.38%
Defensive
9.87%
Consumer Staples
2.17%
Health Care
7.70%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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