Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.09%
Stock 99.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other 0.37%
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Market Capitalization

As of November 30, 2025
Large 92.75%
Mid 7.12%
Small 0.13%
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Region Exposure

% Developed Markets: 99.10%    % Emerging Markets: 0.53%    % Unidentified Markets: 0.37%

Americas 0.08%
0.08%
Canada 0.08%
United States 0.00%
0.00%
Mexico 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.42%
United Kingdom 14.10%
50.19%
Austria 0.34%
Belgium 0.84%
Denmark 1.54%
Finland 1.13%
France 10.01%
Germany 9.52%
Ireland 0.50%
Italy 3.04%
Netherlands 5.78%
Norway 0.55%
Portugal 0.15%
Spain 3.42%
Sweden 3.32%
Switzerland 9.86%
0.38%
Poland 0.38%
0.75%
Israel 0.75%
Greater Asia 34.13%
Japan 24.40%
6.31%
Australia 6.22%
3.34%
Hong Kong 1.90%
Singapore 1.41%
0.08%
China 0.08%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
41.84%
Materials
5.15%
Consumer Discretionary
10.24%
Financials
25.29%
Real Estate
1.16%
Sensitive
34.45%
Communication Services
4.01%
Energy
3.41%
Industrials
18.61%
Information Technology
8.42%
Defensive
23.47%
Consumer Staples
7.88%
Health Care
12.00%
Utilities
3.60%
Not Classified
0.24%
Non Classified Equity
0.24%
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