Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.70%
Stock 96.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 74.68%
Mid 22.76%
Small 2.56%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.51%    % Emerging Markets: 10.40%    % Unidentified Markets: 0.09%

Americas 10.57%
5.69%
Canada 5.30%
United States 0.39%
4.88%
Brazil 2.37%
Mexico 2.51%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.53%
United Kingdom 23.11%
34.64%
Denmark 1.18%
Finland 2.20%
France 10.08%
Germany 4.96%
Italy 1.69%
Netherlands 7.18%
Portugal 0.66%
Spain 1.72%
Sweden 2.82%
Switzerland 2.15%
0.00%
1.77%
South Africa 1.00%
United Arab Emirates 0.77%
Greater Asia 29.81%
Japan 15.23%
0.77%
Australia 0.77%
9.29%
Hong Kong 0.43%
Singapore 0.91%
South Korea 2.14%
Taiwan 5.81%
4.52%
China 2.92%
India 0.67%
Indonesia 0.93%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
41.43%
Materials
2.90%
Consumer Discretionary
12.58%
Financials
23.03%
Real Estate
2.92%
Sensitive
37.09%
Communication Services
2.46%
Energy
2.66%
Industrials
17.47%
Information Technology
14.50%
Defensive
21.47%
Consumer Staples
7.85%
Health Care
12.21%
Utilities
1.41%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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