Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.35%
Stock 94.47%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.18%
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Market Capitalization

As of November 30, 2025
Large 5.62%
Mid 17.71%
Small 76.67%
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Region Exposure

% Developed Markets: 86.06%    % Emerging Markets: 7.08%    % Unidentified Markets: 6.86%

Americas 11.35%
6.11%
Canada 5.95%
United States 0.16%
5.24%
Brazil 1.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.43%
United Kingdom 10.82%
26.88%
Austria 2.12%
Finland 1.62%
France 1.15%
Germany 2.29%
Greece 1.17%
Ireland 1.08%
Italy 7.50%
Norway 1.11%
Sweden 3.52%
Switzerland 5.31%
0.00%
1.73%
Israel 1.73%
Greater Asia 42.37%
Japan 18.77%
3.59%
Australia 1.79%
15.49%
Hong Kong 4.50%
Singapore 1.11%
South Korea 5.70%
Taiwan 4.18%
4.53%
China 0.86%
India 1.07%
Philippines 2.11%
Thailand 0.49%
Unidentified Region 6.86%

Stock Sector Exposure

Cyclical
41.16%
Materials
5.66%
Consumer Discretionary
19.31%
Financials
11.43%
Real Estate
4.75%
Sensitive
37.70%
Communication Services
3.30%
Energy
3.75%
Industrials
20.36%
Information Technology
10.29%
Defensive
19.31%
Consumer Staples
10.48%
Health Care
8.83%
Utilities
0.00%
Not Classified
1.83%
Non Classified Equity
1.83%
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