Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.86%
Stock 96.35%
Bond 1.45%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 67.75%
Mid 27.67%
Small 4.58%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.62%    % Emerging Markets: 4.23%    % Unidentified Markets: 2.15%

Americas 4.66%
3.12%
Canada 1.66%
United States 1.45%
1.55%
Brazil 1.55%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.02%
United Kingdom 13.71%
49.31%
Denmark 2.45%
Finland 1.18%
France 11.69%
Germany 11.72%
Ireland 4.26%
Italy 2.10%
Netherlands 4.83%
Norway 1.89%
Spain 0.58%
Switzerland 5.94%
0.00%
0.00%
Greater Asia 30.16%
Japan 19.57%
0.00%
7.92%
Hong Kong 4.16%
South Korea 3.75%
2.68%
China 2.28%
Indonesia 0.40%
Unidentified Region 2.15%

Stock Sector Exposure

Cyclical
43.19%
Materials
7.55%
Consumer Discretionary
12.74%
Financials
22.01%
Real Estate
0.90%
Sensitive
28.11%
Communication Services
0.97%
Energy
3.63%
Industrials
13.51%
Information Technology
10.01%
Defensive
25.43%
Consumer Staples
8.41%
Health Care
14.91%
Utilities
2.11%
Not Classified
3.26%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.26%
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