Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.93%
Stock 97.71%
Bond 0.00%
Convertible 0.00%
Preferred 1.29%
Other 0.08%
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Market Capitalization

As of November 30, 2025
Large 74.86%
Mid 19.57%
Small 5.56%
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Region Exposure

% Developed Markets: 97.92%    % Emerging Markets: 1.08%    % Unidentified Markets: 1.00%

Americas 8.84%
5.11%
Canada 5.11%
3.72%
Brazil 1.08%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.26%
United Kingdom 20.39%
43.87%
France 15.98%
Germany 11.70%
Netherlands 8.46%
Switzerland 7.73%
0.00%
0.00%
Greater Asia 25.89%
Japan 17.51%
0.00%
8.38%
Hong Kong 3.81%
Singapore 1.55%
South Korea 1.29%
Taiwan 1.74%
0.00%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
46.54%
Materials
9.96%
Consumer Discretionary
6.72%
Financials
28.77%
Real Estate
1.10%
Sensitive
36.74%
Communication Services
1.59%
Energy
5.19%
Industrials
23.68%
Information Technology
6.27%
Defensive
16.53%
Consumer Staples
7.81%
Health Care
6.66%
Utilities
2.06%
Not Classified
0.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.19%
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