Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.83%
Stock 97.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.07%
Other 1.34%
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Market Capitalization

As of November 30, 2025
Large 71.38%
Mid 19.57%
Small 9.04%
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Region Exposure

% Developed Markets: 79.02%    % Emerging Markets: 20.84%    % Unidentified Markets: 0.14%

Americas 11.32%
9.60%
Canada 9.25%
United States 0.35%
1.71%
Brazil 0.70%
Chile 0.05%
Colombia 0.00%
Mexico 0.27%
Peru 0.21%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.63%
United Kingdom 5.71%
32.69%
Austria 0.46%
Belgium 1.09%
Denmark 0.59%
Finland 0.42%
France 1.62%
Germany 2.21%
Greece 0.80%
Italy 0.82%
Netherlands 5.87%
Norway 0.23%
Portugal 0.17%
Spain 6.02%
Sweden 1.34%
Switzerland 10.13%
3.41%
Czech Republic 0.57%
Poland 2.76%
Turkey 0.09%
4.81%
Qatar 0.05%
Saudi Arabia 0.81%
South Africa 1.31%
United Arab Emirates 1.92%
Greater Asia 41.91%
Japan 9.41%
1.09%
Australia 1.09%
17.35%
Hong Kong 2.12%
Singapore 2.37%
South Korea 6.53%
Taiwan 6.33%
14.07%
China 10.12%
India 1.83%
Indonesia 0.14%
Malaysia 0.13%
Philippines 0.10%
Thailand 1.74%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
49.07%
Materials
4.29%
Consumer Discretionary
5.23%
Financials
38.87%
Real Estate
0.67%
Sensitive
37.66%
Communication Services
8.42%
Energy
7.69%
Industrials
6.67%
Information Technology
14.88%
Defensive
13.03%
Consumer Staples
1.71%
Health Care
10.04%
Utilities
1.28%
Not Classified
0.23%
Non Classified Equity
0.23%
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