Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.13%
Stock 96.71%
Bond 2.13%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of November 30, 2025
Large 78.08%
Mid 21.82%
Small 0.10%
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Region Exposure

% Developed Markets: 99.07%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.93%

Americas 5.04%
5.04%
Canada 2.35%
United States 2.69%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 79.10%
United Kingdom 10.89%
68.21%
Austria 1.34%
Denmark 0.80%
France 16.41%
Germany 16.73%
Ireland 4.29%
Netherlands 9.51%
Spain 5.56%
Switzerland 13.57%
0.00%
0.00%
Greater Asia 14.94%
Japan 14.25%
0.00%
0.69%
Taiwan 0.69%
0.00%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
37.55%
Materials
9.73%
Consumer Discretionary
7.24%
Financials
20.59%
Real Estate
0.00%
Sensitive
37.95%
Communication Services
1.57%
Energy
0.00%
Industrials
22.98%
Information Technology
13.39%
Defensive
24.47%
Consumer Staples
7.90%
Health Care
16.58%
Utilities
0.00%
Not Classified
0.03%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.03%
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