Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.78%
Stock 97.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 71.57%
Mid 27.02%
Small 1.41%
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Region Exposure

% Developed Markets: 89.89%    % Emerging Markets: 10.11%    % Unidentified Markets: 0.00%

Americas 9.98%
4.55%
Canada 0.30%
United States 4.25%
5.43%
Brazil 1.02%
Chile 1.25%
Colombia 1.02%
Mexico 0.84%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.38%
United Kingdom 17.87%
39.75%
Austria 3.03%
Belgium 1.46%
France 6.04%
Germany 6.61%
Ireland 1.73%
Italy 5.43%
Netherlands 3.65%
Norway 4.50%
Spain 1.41%
Switzerland 4.31%
0.87%
Czech Republic 0.87%
2.89%
Israel 2.17%
South Africa 0.72%
Greater Asia 28.64%
Japan 9.91%
2.27%
Australia 2.27%
12.07%
Singapore 2.25%
South Korea 2.29%
Taiwan 7.53%
4.39%
China 3.26%
India 1.14%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
37.68%
Materials
8.24%
Consumer Discretionary
9.34%
Financials
19.29%
Real Estate
0.81%
Sensitive
50.87%
Communication Services
0.75%
Energy
3.48%
Industrials
23.76%
Information Technology
22.87%
Defensive
11.45%
Consumer Staples
3.26%
Health Care
8.18%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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