Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.03%
Stock 94.50%
Bond 0.00%
Convertible 0.00%
Preferred 2.66%
Other 2.87%
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Market Capitalization

As of November 30, 2025
Large 93.69%
Mid 4.64%
Small 1.68%
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Region Exposure

% Developed Markets: 82.19%    % Emerging Markets: 14.93%    % Unidentified Markets: 2.87%

Americas 12.97%
5.30%
Canada 5.33%
United States -0.03%
7.67%
Brazil 6.15%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.50%
United Kingdom 2.99%
54.37%
Belgium 1.95%
Denmark 0.00%
France 12.63%
Germany 11.71%
Italy 5.18%
Netherlands 11.60%
Spain 2.34%
Switzerland 6.45%
0.00%
2.13%
Israel 2.13%
Greater Asia 24.66%
Japan 7.38%
0.00%
10.02%
Singapore 1.34%
Taiwan 8.68%
7.26%
China 4.47%
India 2.79%
Unidentified Region 2.87%

Stock Sector Exposure

Cyclical
27.35%
Materials
0.00%
Consumer Discretionary
23.21%
Financials
4.15%
Real Estate
0.00%
Sensitive
54.27%
Communication Services
10.61%
Energy
0.00%
Industrials
18.78%
Information Technology
24.88%
Defensive
15.56%
Consumer Staples
2.11%
Health Care
13.45%
Utilities
0.00%
Not Classified
2.81%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.81%
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