Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.15%
Stock 98.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.95%
Other 0.48%
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Market Capitalization

As of November 30, 2025
Large 6.03%
Mid 31.82%
Small 62.14%
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Region Exposure

% Developed Markets: 81.94%    % Emerging Markets: 17.71%    % Unidentified Markets: 0.35%

Americas 10.87%
8.27%
Canada 8.24%
United States 0.04%
2.60%
Brazil 1.45%
Chile 0.02%
Colombia 0.00%
Mexico 0.29%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.56%
United Kingdom 7.31%
19.22%
Austria 0.50%
Belgium 1.16%
Denmark 0.85%
Finland 0.08%
France 2.47%
Germany 2.52%
Greece 0.02%
Ireland 0.13%
Italy 1.70%
Netherlands 0.86%
Norway 1.51%
Portugal 0.10%
Spain 0.88%
Sweden 4.20%
Switzerland 1.95%
0.68%
Czech Republic 0.04%
Poland 0.17%
Russia 0.00%
Turkey 0.47%
6.36%
Egypt 0.01%
Israel 2.62%
Qatar 0.01%
Saudi Arabia 1.73%
South Africa 1.17%
United Arab Emirates 0.09%
Greater Asia 55.22%
Japan 21.97%
7.66%
Australia 7.62%
13.25%
Hong Kong 0.87%
Singapore 1.50%
South Korea 4.53%
Taiwan 6.35%
12.34%
China 3.13%
India 6.99%
Indonesia 0.90%
Malaysia 0.34%
Philippines 0.08%
Thailand 0.90%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
43.25%
Materials
14.13%
Consumer Discretionary
7.57%
Financials
16.63%
Real Estate
4.92%
Sensitive
48.38%
Communication Services
7.67%
Energy
0.59%
Industrials
24.27%
Information Technology
15.84%
Defensive
8.30%
Consumer Staples
2.14%
Health Care
5.18%
Utilities
0.98%
Not Classified
0.07%
Non Classified Equity
0.06%
Not Classified - Non Equity
0.01%
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