Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.40%
Stock 92.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.40%
Other 5.22%
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Market Capitalization

As of November 30, 2025
Large 77.08%
Mid 20.30%
Small 2.62%
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Region Exposure

% Developed Markets: 89.41%    % Emerging Markets: 5.52%    % Unidentified Markets: 5.07%

Americas 6.53%
5.15%
Canada 4.70%
United States 0.45%
1.38%
Brazil 1.02%
Mexico 0.17%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.37%
United Kingdom 13.92%
41.91%
Austria 0.60%
Belgium 0.28%
Denmark 1.33%
Finland 1.17%
France 10.10%
Germany 8.25%
Ireland 1.95%
Italy 2.90%
Netherlands 4.46%
Norway 0.87%
Spain 1.36%
Sweden 1.39%
Switzerland 6.17%
0.01%
Turkey 0.01%
0.54%
Israel 0.23%
South Africa 0.27%
United Arab Emirates 0.04%
Greater Asia 32.03%
Japan 16.54%
1.95%
Australia 1.83%
9.67%
Hong Kong 2.80%
Singapore 2.46%
South Korea 1.56%
Taiwan 2.86%
3.86%
China 2.12%
India 0.83%
Indonesia 0.64%
Malaysia 0.02%
Thailand 0.25%
Unidentified Region 5.07%

Stock Sector Exposure

Cyclical
41.55%
Materials
5.83%
Consumer Discretionary
11.84%
Financials
23.12%
Real Estate
0.77%
Sensitive
34.78%
Communication Services
6.95%
Energy
2.79%
Industrials
14.45%
Information Technology
10.59%
Defensive
19.10%
Consumer Staples
6.95%
Health Care
10.61%
Utilities
1.54%
Not Classified
4.57%
Non Classified Equity
0.15%
Not Classified - Non Equity
4.41%
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