Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.28%
Stock 97.60%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.12%
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Market Capitalization

As of November 30, 2025
Large 72.97%
Mid 22.60%
Small 4.43%
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Region Exposure

% Developed Markets: 95.97%    % Emerging Markets: 1.90%    % Unidentified Markets: 2.13%

Americas 3.48%
3.48%
United States 3.48%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 71.58%
United Kingdom 24.72%
46.86%
Finland 1.74%
France 6.13%
Germany 7.34%
Greece 1.55%
Ireland 2.38%
Italy 2.65%
Netherlands 8.73%
Norway 1.41%
Spain 2.32%
Switzerland 8.69%
0.00%
0.00%
Greater Asia 22.82%
Japan 18.76%
0.00%
2.16%
Singapore 2.16%
1.90%
China 1.90%
Unidentified Region 2.13%

Stock Sector Exposure

Cyclical
45.09%
Materials
7.07%
Consumer Discretionary
10.21%
Financials
27.80%
Real Estate
0.00%
Sensitive
28.53%
Communication Services
6.97%
Energy
6.23%
Industrials
12.56%
Information Technology
2.77%
Defensive
24.27%
Consumer Staples
12.76%
Health Care
10.05%
Utilities
1.46%
Not Classified
2.12%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.12%
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