Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.98%
Stock 96.66%
Bond 0.00%
Convertible 0.00%
Preferred 2.36%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 19.35%
Mid 40.73%
Small 39.92%
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Region Exposure

% Developed Markets: 87.66%    % Emerging Markets: 12.34%    % Unidentified Markets: 0.00%

Americas 12.16%
4.41%
Canada 2.46%
United States 1.95%
7.75%
Brazil 6.62%
Mexico 1.13%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.39%
United Kingdom 14.72%
37.42%
Austria 0.96%
Denmark 2.33%
Finland 1.81%
France 5.86%
Germany 7.06%
Ireland 2.63%
Italy 2.25%
Netherlands 0.80%
Sweden 6.54%
Switzerland 7.17%
0.00%
0.25%
South Africa 0.25%
Greater Asia 35.45%
Japan 21.16%
3.78%
Australia 3.78%
6.16%
Hong Kong 2.02%
South Korea 1.92%
Taiwan 2.22%
4.34%
China 1.06%
Indonesia 3.27%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
25.72%
Materials
5.61%
Consumer Discretionary
8.73%
Financials
10.62%
Real Estate
0.77%
Sensitive
51.46%
Communication Services
6.76%
Energy
1.77%
Industrials
27.70%
Information Technology
15.23%
Defensive
22.81%
Consumer Staples
10.46%
Health Care
11.31%
Utilities
1.05%
Not Classified
0.00%
Non Classified Equity
0.00%
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