Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.16%
Stock 99.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.48%
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Market Capitalization

As of November 30, 2025
Large 85.62%
Mid 14.38%
Small 0.00%
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Region Exposure

% Developed Markets: 97.55%    % Emerging Markets: 1.97%    % Unidentified Markets: 0.48%

Americas 0.16%
0.16%
Canada 0.16%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.13%
United Kingdom 20.75%
42.37%
Austria 3.13%
France 4.96%
Germany 8.38%
Italy 7.33%
Netherlands 3.08%
Norway 1.79%
Sweden 2.05%
Switzerland 11.64%
0.00%
0.00%
Greater Asia 36.24%
Japan 22.20%
3.37%
Australia 3.37%
8.70%
Hong Kong 2.25%
Singapore 2.99%
South Korea 1.53%
Taiwan 1.94%
1.97%
China 1.97%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
41.08%
Materials
5.95%
Consumer Discretionary
7.36%
Financials
24.38%
Real Estate
3.39%
Sensitive
39.23%
Communication Services
6.81%
Energy
2.29%
Industrials
21.33%
Information Technology
8.80%
Defensive
19.69%
Consumer Staples
4.15%
Health Care
10.11%
Utilities
5.43%
Not Classified
0.00%
Non Classified Equity
0.00%
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