Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.76%
Stock 97.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.27%
Other 1.29%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.15%    % Emerging Markets: 0.65%    % Unidentified Markets: 1.20%

Americas 0.92%
0.86%
Canada 0.74%
United States 0.12%
0.06%
Mexico 0.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.58%
United Kingdom 13.85%
46.86%
Austria 0.39%
Belgium 0.89%
Denmark 1.74%
Finland 1.08%
France 8.60%
Germany 8.70%
Ireland 0.95%
Italy 2.98%
Netherlands 5.51%
Norway 0.67%
Portugal 0.17%
Spain 3.14%
Sweden 3.32%
Switzerland 8.51%
0.47%
Poland 0.47%
1.40%
Israel 1.40%
Greater Asia 35.30%
Japan 24.36%
7.06%
Australia 6.77%
3.79%
Hong Kong 2.07%
Singapore 1.67%
0.09%
China 0.09%
Unidentified Region 1.20%

Stock Sector Exposure

Cyclical
41.57%
Materials
5.69%
Consumer Discretionary
10.16%
Financials
23.85%
Real Estate
1.87%
Sensitive
35.82%
Communication Services
4.50%
Energy
3.32%
Industrials
19.05%
Information Technology
8.95%
Defensive
22.32%
Consumer Staples
7.61%
Health Care
11.13%
Utilities
3.58%
Not Classified
0.30%
Non Classified Equity
0.30%
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