Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.19%
Stock 98.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.23%
Other 0.47%
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Market Capitalization

As of November 30, 2025
Large 89.24%
Mid 10.40%
Small 0.37%
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Region Exposure

% Developed Markets: 96.76%    % Emerging Markets: 2.76%    % Unidentified Markets: 0.47%

Americas 4.49%
3.52%
Canada 2.33%
United States 1.19%
0.97%
Brazil 0.53%
Mexico 0.44%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.68%
United Kingdom 13.85%
44.58%
Austria 0.41%
Belgium 0.37%
Denmark 0.87%
Finland 1.19%
France 7.09%
Germany 9.41%
Ireland 0.61%
Italy 4.59%
Netherlands 4.89%
Norway 1.61%
Spain 5.68%
Sweden 1.97%
Switzerland 5.37%
0.72%
Poland 0.44%
Turkey 0.28%
0.53%
Israel 0.53%
Greater Asia 35.36%
Japan 21.99%
1.91%
Australia 1.91%
10.39%
Hong Kong 2.80%
Singapore 3.11%
South Korea 2.58%
Taiwan 1.59%
1.08%
China 1.08%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
36.49%
Materials
4.84%
Consumer Discretionary
10.84%
Financials
20.82%
Real Estate
0.00%
Sensitive
40.01%
Communication Services
5.38%
Energy
3.29%
Industrials
20.11%
Information Technology
11.22%
Defensive
22.68%
Consumer Staples
7.38%
Health Care
11.95%
Utilities
3.35%
Not Classified
0.82%
Non Classified Equity
0.82%
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