Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.53%
Stock 93.10%
Bond 3.18%
Convertible 0.00%
Preferred 0.29%
Other 0.90%
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Market Capitalization

As of November 30, 2025
Large 85.55%
Mid 13.73%
Small 0.72%
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Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 0.08%    % Unidentified Markets: 2.58%

Americas 3.85%
3.78%
United States 3.78%
0.07%
Mexico 0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.80%
United Kingdom 13.50%
48.31%
Austria 0.25%
Belgium 0.80%
Denmark 1.76%
Finland 1.06%
France 9.20%
Germany 8.99%
Ireland 0.79%
Italy 2.90%
Netherlands 5.69%
Norway 0.53%
Portugal 0.17%
Spain 3.37%
Sweden 2.97%
Switzerland 9.21%
0.00%
0.99%
Israel 0.99%
Greater Asia 30.77%
Japan 21.12%
6.10%
Australia 5.87%
3.52%
Hong Kong 1.89%
Singapore 1.60%
0.03%
China 0.03%
Unidentified Region 2.58%

Stock Sector Exposure

Cyclical
39.04%
Materials
5.18%
Consumer Discretionary
9.34%
Financials
23.07%
Real Estate
1.45%
Sensitive
33.61%
Communication Services
4.33%
Energy
3.07%
Industrials
18.02%
Information Technology
8.20%
Defensive
21.62%
Consumer Staples
7.23%
Health Care
10.89%
Utilities
3.51%
Not Classified
5.73%
Non Classified Equity
0.31%
Not Classified - Non Equity
5.42%
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