Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.83%
Stock 95.54%
Bond 0.00%
Convertible 0.00%
Preferred 1.47%
Other 1.17%
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Market Capitalization

As of November 30, 2025
Large 76.67%
Mid 17.85%
Small 5.48%
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Region Exposure

% Developed Markets: 91.17%    % Emerging Markets: 5.83%    % Unidentified Markets: 2.99%

Americas 0.00%
0.00%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.97%
United Kingdom 14.74%
38.23%
Finland 3.13%
France 8.71%
Germany 9.81%
Netherlands 1.87%
Norway 1.81%
Sweden 2.45%
Switzerland 10.45%
0.00%
0.00%
Greater Asia 44.04%
Japan 13.65%
10.17%
Australia 10.17%
14.38%
Hong Kong 3.92%
Singapore 7.57%
Taiwan 2.89%
5.83%
Indonesia 2.99%
Malaysia 2.85%
Unidentified Region 2.99%

Stock Sector Exposure

Cyclical
23.34%
Materials
7.88%
Consumer Discretionary
1.98%
Financials
13.48%
Real Estate
0.00%
Sensitive
44.66%
Communication Services
9.39%
Energy
3.12%
Industrials
21.85%
Information Technology
10.30%
Defensive
30.15%
Consumer Staples
15.77%
Health Care
10.98%
Utilities
3.40%
Not Classified
1.85%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.85%
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