Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.43%
Stock 98.70%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other 0.66%
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Market Capitalization

As of November 30, 2025
Large 74.91%
Mid 17.83%
Small 7.25%
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Region Exposure

% Developed Markets: 78.22%    % Emerging Markets: 21.34%    % Unidentified Markets: 0.44%

Americas 10.72%
7.77%
Canada 6.81%
United States 0.96%
2.96%
Brazil 0.58%
Chile 0.00%
Colombia 0.00%
Mexico 0.26%
Peru 0.10%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.98%
United Kingdom 3.95%
37.24%
Austria 0.08%
Belgium 0.39%
Denmark 2.86%
Finland 0.57%
France 4.67%
Germany 4.03%
Greece 0.27%
Ireland 4.35%
Italy 2.02%
Netherlands 4.91%
Norway 0.09%
Portugal 0.00%
Spain 2.57%
Sweden 1.74%
Switzerland 7.84%
2.06%
Czech Republic 0.03%
Poland 1.46%
Turkey 0.00%
3.73%
Egypt 0.00%
Israel 1.13%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 1.16%
United Arab Emirates 1.45%
Greater Asia 41.86%
Japan 10.18%
0.95%
Australia 0.95%
15.35%
Hong Kong 1.08%
Singapore 1.89%
South Korea 4.90%
Taiwan 7.48%
15.39%
China 11.70%
India 2.29%
Indonesia 0.13%
Kazakhstan 0.36%
Malaysia 0.02%
Philippines 0.02%
Thailand 0.89%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
40.46%
Materials
6.25%
Consumer Discretionary
9.14%
Financials
24.19%
Real Estate
0.88%
Sensitive
47.18%
Communication Services
9.10%
Energy
2.56%
Industrials
11.97%
Information Technology
23.54%
Defensive
11.53%
Consumer Staples
2.68%
Health Care
8.30%
Utilities
0.55%
Not Classified
0.84%
Non Classified Equity
0.46%
Not Classified - Non Equity
0.38%
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