Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.34%
Stock 97.66%
Bond 0.32%
Convertible 0.00%
Preferred 0.43%
Other 0.25%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 79.99%    % Emerging Markets: 19.42%    % Unidentified Markets: 0.59%

Americas 12.16%
7.83%
Canada 3.44%
United States 4.39%
4.33%
Brazil 2.93%
Chile 0.00%
Mexico 0.97%
Peru 0.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.80%
United Kingdom 10.15%
32.97%
Austria 1.49%
Belgium 1.01%
Denmark 0.95%
Finland 0.90%
France 5.47%
Germany 6.12%
Ireland 2.08%
Italy 2.60%
Netherlands 4.76%
Portugal 0.16%
Spain 2.07%
Sweden 1.70%
Switzerland 3.68%
0.06%
0.62%
Israel 0.07%
Saudi Arabia 0.14%
South Africa 0.40%
Greater Asia 43.45%
Japan 11.62%
2.12%
Australia 2.12%
15.26%
Hong Kong 5.28%
Singapore 0.41%
South Korea 4.03%
Taiwan 5.53%
14.45%
China 7.13%
India 4.99%
Indonesia 1.46%
Philippines 0.18%
Thailand 0.70%
Unidentified Region 0.59%

Stock Sector Exposure

Cyclical
40.59%
Materials
4.94%
Consumer Discretionary
11.99%
Financials
22.25%
Real Estate
1.40%
Sensitive
40.61%
Communication Services
6.29%
Energy
4.13%
Industrials
15.76%
Information Technology
14.43%
Defensive
17.79%
Consumer Staples
6.74%
Health Care
8.14%
Utilities
2.91%
Not Classified
1.01%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.86%
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