Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.20%
Stock 96.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.62%
Other 2.81%
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Market Capitalization

As of November 30, 2025
Large 78.58%
Mid 20.45%
Small 0.98%
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Region Exposure

% Developed Markets: 97.03%    % Emerging Markets: 0.09%    % Unidentified Markets: 2.88%

Americas 11.69%
11.69%
Canada 11.36%
United States 0.33%
0.01%
Colombia 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.29%
United Kingdom 12.21%
43.72%
Austria 0.26%
Belgium 0.60%
Denmark 1.51%
Finland 0.97%
France 8.49%
Germany 8.85%
Ireland 0.85%
Italy 2.71%
Netherlands 4.80%
Norway 1.05%
Portugal 0.31%
Spain 2.90%
Sweden 2.58%
Switzerland 7.36%
0.01%
Czech Republic 0.01%
Poland 0.00%
1.36%
Israel 1.36%
Greater Asia 28.14%
Japan 19.38%
5.24%
Australia 5.11%
3.44%
Hong Kong 1.86%
Singapore 1.58%
0.08%
China 0.08%
Unidentified Region 2.88%

Stock Sector Exposure

Cyclical
42.31%
Materials
6.75%
Consumer Discretionary
9.06%
Financials
25.47%
Real Estate
1.03%
Sensitive
34.53%
Communication Services
4.52%
Energy
5.19%
Industrials
16.15%
Information Technology
8.67%
Defensive
20.57%
Consumer Staples
7.46%
Health Care
9.44%
Utilities
3.67%
Not Classified
2.58%
Non Classified Equity
0.62%
Not Classified - Non Equity
1.96%
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