Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 97.35%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.64%
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Market Capitalization

As of November 30, 2025
Large 84.44%
Mid 9.43%
Small 6.13%
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Region Exposure

% Developed Markets: 91.85%    % Emerging Markets: 5.51%    % Unidentified Markets: 2.64%

Americas 7.28%
6.07%
Canada 5.33%
United States 0.74%
1.21%
Brazil 1.21%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.71%
United Kingdom 12.62%
47.10%
Denmark 1.51%
Finland 0.30%
France 19.21%
Germany 3.67%
Ireland 0.72%
Italy 2.95%
Netherlands 3.63%
Spain 6.22%
Switzerland 8.88%
0.00%
0.00%
Greater Asia 30.36%
Japan 21.11%
0.77%
Australia 0.77%
4.19%
Hong Kong 2.14%
South Korea 0.99%
Taiwan 1.06%
4.29%
China 3.80%
Indonesia 0.49%
Unidentified Region 2.64%

Stock Sector Exposure

Cyclical
35.71%
Materials
4.76%
Consumer Discretionary
13.86%
Financials
17.09%
Real Estate
0.00%
Sensitive
37.74%
Communication Services
4.51%
Energy
0.00%
Industrials
26.14%
Information Technology
7.09%
Defensive
23.99%
Consumer Staples
5.46%
Health Care
9.35%
Utilities
9.17%
Not Classified
2.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.56%
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