Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.61%
Stock 94.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.84%
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Market Capitalization

As of November 30, 2025
Large 3.52%
Mid 42.64%
Small 53.84%
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Region Exposure

% Developed Markets: 98.35%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.65%

Americas 0.59%
0.00%
0.59%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.69%
United Kingdom 14.06%
43.63%
Austria 0.54%
Belgium 2.69%
Denmark 1.96%
Finland 0.76%
France 6.93%
Germany 4.23%
Greece 1.33%
Ireland 4.48%
Italy 3.86%
Netherlands 4.81%
Norway 3.92%
Spain 2.46%
Sweden 2.56%
Switzerland 3.09%
0.00%
0.00%
Greater Asia 40.07%
Japan 31.86%
4.82%
Australia 4.82%
3.39%
Hong Kong 0.41%
Singapore 0.82%
South Korea 2.16%
0.00%
Unidentified Region 1.65%

Stock Sector Exposure

Cyclical
42.98%
Materials
5.14%
Consumer Discretionary
13.90%
Financials
20.81%
Real Estate
3.13%
Sensitive
46.91%
Communication Services
7.07%
Energy
4.75%
Industrials
24.95%
Information Technology
10.14%
Defensive
9.78%
Consumer Staples
5.74%
Health Care
4.04%
Utilities
0.00%
Not Classified
0.33%
Non Classified Equity
0.33%
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