Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.35%
Stock 99.00%
Bond 0.64%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of November 30, 2025
Large 80.77%
Mid 15.32%
Small 3.90%
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Region Exposure

% Developed Markets: 92.27%    % Emerging Markets: 7.37%    % Unidentified Markets: 0.36%

Americas 12.27%
12.27%
Canada 9.66%
United States 2.61%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.89%
United Kingdom 17.74%
39.89%
Austria 3.76%
Denmark 0.63%
France 4.40%
Germany 6.96%
Greece 2.36%
Ireland 8.99%
Italy 3.06%
Netherlands 7.76%
0.00%
0.26%
Israel 0.26%
Greater Asia 29.47%
Japan 9.20%
0.00%
12.91%
Hong Kong 3.60%
Singapore 2.09%
South Korea 3.47%
Taiwan 3.74%
7.37%
China 7.37%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
40.85%
Materials
5.88%
Consumer Discretionary
11.69%
Financials
23.28%
Real Estate
0.00%
Sensitive
40.05%
Communication Services
12.71%
Energy
5.13%
Industrials
8.07%
Information Technology
14.13%
Defensive
18.16%
Consumer Staples
2.44%
Health Care
15.72%
Utilities
0.00%
Not Classified
0.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.94%
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