Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.11%
Stock 99.20%
Bond 0.87%
Convertible 0.00%
Preferred 0.00%
Other -0.18%
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Market Capitalization

As of November 30, 2025
Large 62.66%
Mid 24.95%
Small 12.40%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.08%

Americas 7.35%
6.62%
Canada 3.70%
United States 2.92%
0.73%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 75.18%
United Kingdom 18.22%
55.71%
Austria 2.95%
Belgium 1.86%
Denmark 2.60%
France 12.44%
Germany 11.95%
Ireland 3.27%
Italy 4.31%
Netherlands 5.29%
Spain 0.75%
Sweden 2.43%
Switzerland 5.76%
0.00%
1.26%
Israel 1.26%
Greater Asia 17.55%
Japan 13.59%
1.22%
Australia 1.22%
2.74%
Hong Kong 1.16%
South Korea 1.58%
0.00%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
37.98%
Materials
5.54%
Consumer Discretionary
7.45%
Financials
24.46%
Real Estate
0.53%
Sensitive
43.40%
Communication Services
0.00%
Energy
1.33%
Industrials
29.50%
Information Technology
12.56%
Defensive
17.76%
Consumer Staples
3.73%
Health Care
12.29%
Utilities
1.74%
Not Classified
0.85%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.85%
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