Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.91%
Stock 97.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.79%
Other 0.43%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 71.74%
Mid 24.95%
Small 3.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 0.89%
0.89%
Canada 0.89%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.18%
United Kingdom 15.23%
51.95%
Austria 1.10%
Belgium 0.46%
Denmark 1.86%
Finland 1.43%
France 9.51%
Germany 9.71%
Ireland 0.63%
Italy 2.56%
Netherlands 6.97%
Norway 0.79%
Spain 3.59%
Sweden 1.45%
Switzerland 11.88%
0.00%
0.00%
Greater Asia 31.50%
Japan 21.02%
6.42%
Australia 5.76%
4.07%
Hong Kong 3.05%
Singapore 1.02%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
44.11%
Materials
5.38%
Consumer Discretionary
10.00%
Financials
25.21%
Real Estate
3.52%
Sensitive
33.45%
Communication Services
2.93%
Energy
3.18%
Industrials
17.73%
Information Technology
9.61%
Defensive
22.44%
Consumer Staples
7.61%
Health Care
11.48%
Utilities
3.35%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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