Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.32%
Stock 99.16%
Bond 0.59%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of November 30, 2025
Large 74.41%
Mid 21.68%
Small 3.91%
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Region Exposure

% Developed Markets: 99.37%    % Emerging Markets: 0.43%    % Unidentified Markets: 0.20%

Americas 7.04%
7.04%
Canada 2.91%
United States 4.13%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 78.39%
United Kingdom 17.74%
59.46%
Austria 3.16%
Belgium 2.11%
Denmark 2.66%
France 13.86%
Germany 13.91%
Ireland 4.50%
Italy 3.45%
Netherlands 6.10%
Sweden 1.64%
Switzerland 5.51%
0.00%
1.19%
Israel 1.19%
Greater Asia 14.37%
Japan 11.03%
0.00%
3.34%
Hong Kong 1.40%
South Korea 1.94%
0.00%
Unidentified Region 0.20%

Stock Sector Exposure

Cyclical
39.49%
Materials
6.92%
Consumer Discretionary
7.71%
Financials
24.85%
Real Estate
0.00%
Sensitive
40.92%
Communication Services
0.00%
Energy
1.49%
Industrials
27.37%
Information Technology
12.05%
Defensive
19.01%
Consumer Staples
4.08%
Health Care
13.20%
Utilities
1.73%
Not Classified
0.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.58%
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