Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.59%
Stock 98.83%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of November 30, 2025
Large 83.88%
Mid 12.71%
Small 3.40%
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Region Exposure

% Developed Markets: 87.69%    % Emerging Markets: 11.70%    % Unidentified Markets: 0.61%

Americas 12.11%
8.55%
Canada 7.14%
United States 1.41%
3.56%
Brazil 1.49%
Mexico 0.58%
Peru 1.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.08%
United Kingdom 15.31%
37.83%
Austria 1.61%
Denmark 0.89%
Finland 0.55%
France 7.72%
Germany 4.78%
Greece 2.35%
Ireland 5.68%
Italy 2.02%
Netherlands 7.24%
Spain 0.82%
Sweden 1.32%
Switzerland 1.12%
0.00%
0.94%
Israel 0.28%
South Africa 0.67%
Greater Asia 33.19%
Japan 12.98%
0.76%
Australia 0.76%
12.22%
Hong Kong 2.77%
Singapore 2.42%
South Korea 2.41%
Taiwan 4.62%
7.23%
China 5.42%
India 1.20%
Indonesia 0.33%
Thailand 0.28%
Unidentified Region 0.61%

Stock Sector Exposure

Cyclical
37.98%
Materials
6.88%
Consumer Discretionary
9.14%
Financials
21.95%
Real Estate
0.00%
Sensitive
43.87%
Communication Services
10.36%
Energy
5.16%
Industrials
13.77%
Information Technology
14.58%
Defensive
17.32%
Consumer Staples
4.10%
Health Care
12.88%
Utilities
0.33%
Not Classified
0.83%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.83%
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