Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.42%
Stock 96.31%
Bond 2.59%
Convertible 0.00%
Preferred 0.79%
Other -0.12%
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Market Capitalization

As of November 30, 2025
Large 89.12%
Mid 7.89%
Small 2.99%
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Region Exposure

% Developed Markets: 80.94%    % Emerging Markets: 17.58%    % Unidentified Markets: 1.48%

Americas 11.69%
9.27%
Canada 6.62%
United States 2.65%
2.42%
Brazil 0.17%
Mexico 0.37%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.79%
United Kingdom 7.75%
35.00%
Denmark 0.44%
France 6.06%
Germany 9.42%
Ireland 4.31%
Netherlands 5.52%
Norway 1.61%
Spain 3.28%
Switzerland 2.60%
1.73%
2.30%
Egypt 0.53%
Israel 1.77%
Greater Asia 40.04%
Japan 10.12%
2.40%
Australia 2.40%
14.63%
Hong Kong 0.98%
Singapore 1.66%
South Korea 7.38%
Taiwan 4.61%
12.89%
China 2.39%
India 8.42%
Kazakhstan 1.93%
Malaysia 0.04%
Thailand 0.12%
Unidentified Region 1.48%

Stock Sector Exposure

Cyclical
43.75%
Materials
9.25%
Consumer Discretionary
8.38%
Financials
26.12%
Real Estate
0.00%
Sensitive
41.49%
Communication Services
2.79%
Energy
6.25%
Industrials
15.12%
Information Technology
17.33%
Defensive
11.34%
Consumer Staples
2.71%
Health Care
8.01%
Utilities
0.63%
Not Classified
3.41%
Non Classified Equity
0.80%
Not Classified - Non Equity
2.62%
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