Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.49%
Stock 98.10%
Bond 0.73%
Convertible 0.00%
Preferred 0.00%
Other 0.68%
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Market Capitalization

As of November 30, 2025
Large 85.55%
Mid 13.83%
Small 0.62%
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Region Exposure

% Developed Markets: 98.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.17%

Americas 0.73%
0.73%
United States 0.73%
0.00%
Mexico 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.56%
United Kingdom 14.69%
50.85%
Austria 0.00%
Belgium 0.99%
Denmark 1.48%
Finland 0.82%
France 10.77%
Germany 9.82%
Ireland 0.95%
Italy 4.80%
Netherlands 4.96%
Norway 0.28%
Portugal 1.10%
Spain 3.72%
Sweden 1.21%
Switzerland 9.94%
0.00%
0.02%
Israel 0.02%
Greater Asia 32.54%
Japan 23.36%
5.89%
Australia 5.63%
3.28%
Hong Kong 2.17%
Singapore 1.12%
0.00%
China 0.00%
Unidentified Region 1.17%

Stock Sector Exposure

Cyclical
37.22%
Materials
2.95%
Consumer Discretionary
6.82%
Financials
26.54%
Real Estate
0.91%
Sensitive
35.28%
Communication Services
4.43%
Energy
0.04%
Industrials
17.26%
Information Technology
13.55%
Defensive
25.74%
Consumer Staples
7.20%
Health Care
12.43%
Utilities
6.10%
Not Classified
1.76%
Non Classified Equity
0.60%
Not Classified - Non Equity
1.17%
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