Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.40%
Stock 96.16%
Bond 1.87%
Convertible 0.00%
Preferred 0.00%
Other 0.56%
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Market Capitalization

As of November 30, 2025
Large 62.80%
Mid 21.47%
Small 15.73%
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Region Exposure

% Developed Markets: 97.75%    % Emerging Markets: 0.95%    % Unidentified Markets: 1.30%

Americas 2.22%
2.22%
United States 2.22%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.45%
United Kingdom 16.76%
45.13%
Belgium 2.29%
Denmark 1.91%
Finland 1.71%
France 8.25%
Germany 8.14%
Ireland 2.18%
Italy 2.90%
Netherlands 3.48%
Norway 0.01%
Spain 3.43%
Sweden 2.04%
Switzerland 7.78%
0.00%
2.56%
Israel 2.56%
Greater Asia 32.04%
Japan 23.48%
5.34%
Australia 5.34%
2.27%
Hong Kong 2.15%
Singapore 0.12%
0.95%
China 0.95%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
41.66%
Materials
6.88%
Consumer Discretionary
8.68%
Financials
24.03%
Real Estate
2.07%
Sensitive
34.85%
Communication Services
4.83%
Energy
2.84%
Industrials
20.11%
Information Technology
7.08%
Defensive
19.85%
Consumer Staples
5.81%
Health Care
10.21%
Utilities
3.83%
Not Classified
3.64%
Non Classified Equity
0.85%
Not Classified - Non Equity
2.78%
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