Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.04%
Stock 98.06%
Bond 0.22%
Convertible 0.00%
Preferred 1.06%
Other 0.61%
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Market Capitalization

As of November 30, 2025
Large 96.03%
Mid 3.97%
Small 0.00%
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Region Exposure

% Developed Markets: 96.59%    % Emerging Markets: 2.77%    % Unidentified Markets: 0.64%

Americas 1.98%
0.22%
United States 0.22%
1.77%
Brazil 1.06%
Mexico 0.70%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.77%
United Kingdom 15.77%
53.00%
Denmark 2.90%
Finland 1.48%
France 7.26%
Germany 9.40%
Ireland 3.30%
Italy 2.26%
Netherlands 8.88%
Spain 7.28%
Switzerland 10.23%
0.00%
0.00%
Greater Asia 28.61%
Japan 22.27%
3.01%
Australia 3.01%
2.32%
South Korea 1.16%
Taiwan 1.16%
1.00%
India 0.78%
Indonesia 0.22%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
43.25%
Materials
11.03%
Consumer Discretionary
8.36%
Financials
23.87%
Real Estate
0.00%
Sensitive
34.26%
Communication Services
3.38%
Energy
4.06%
Industrials
18.19%
Information Technology
8.64%
Defensive
22.49%
Consumer Staples
5.63%
Health Care
12.64%
Utilities
4.22%
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