Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.52%
Stock 98.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.08%
Other 0.12%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 79.70%
Mid 19.01%
Small 1.29%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.45%    % Emerging Markets: 1.00%    % Unidentified Markets: 1.56%

Americas 0.96%
-0.03%
Canada -0.04%
United States 0.01%
1.00%
Mexico 1.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.76%
United Kingdom 16.65%
47.11%
Austria 0.23%
Belgium 0.87%
Denmark 0.49%
Finland 3.12%
France 7.62%
Germany 8.36%
Ireland 0.16%
Italy 4.69%
Netherlands 4.72%
Norway 2.73%
Portugal 0.39%
Spain 5.98%
Sweden 1.22%
Switzerland 5.95%
0.00%
0.00%
Greater Asia 33.73%
Japan 22.72%
7.37%
Australia 7.31%
3.63%
Hong Kong 2.81%
Singapore 0.83%
0.00%
Unidentified Region 1.56%

Stock Sector Exposure

Cyclical
46.85%
Materials
7.70%
Consumer Discretionary
9.41%
Financials
27.91%
Real Estate
1.83%
Sensitive
34.79%
Communication Services
3.40%
Energy
5.41%
Industrials
20.52%
Information Technology
5.46%
Defensive
18.25%
Consumer Staples
4.05%
Health Care
8.45%
Utilities
5.75%
Not Classified
0.11%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.00%
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