Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 96.12%
Bond 0.00%
Convertible 0.00%
Preferred 1.36%
Other 2.51%
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Market Capitalization

As of November 30, 2025
Large 78.58%
Mid 18.69%
Small 2.73%
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Region Exposure

% Developed Markets: 86.37%    % Emerging Markets: 11.12%    % Unidentified Markets: 2.51%

Americas 6.05%
3.97%
Canada 3.97%
2.07%
Brazil 2.07%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.09%
United Kingdom 14.59%
46.16%
Denmark 4.58%
France 7.13%
Germany 7.63%
Ireland 6.87%
Netherlands 8.95%
Norway 1.81%
Sweden 5.05%
Switzerland 4.14%
0.00%
4.34%
Israel 2.14%
South Africa 2.20%
Greater Asia 26.35%
Japan 8.94%
1.93%
Australia 1.93%
8.64%
Hong Kong 4.06%
Taiwan 4.58%
6.85%
China 3.88%
India 2.96%
Unidentified Region 2.51%

Stock Sector Exposure

Cyclical
23.12%
Materials
0.00%
Consumer Discretionary
6.19%
Financials
16.93%
Real Estate
0.00%
Sensitive
51.56%
Communication Services
8.46%
Energy
0.00%
Industrials
21.14%
Information Technology
21.96%
Defensive
22.88%
Consumer Staples
7.09%
Health Care
15.79%
Utilities
0.00%
Not Classified
2.44%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.44%
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