Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.11%
Stock 98.89%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 0.83%
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Market Capitalization

As of November 30, 2025
Large 75.39%
Mid 18.07%
Small 6.54%
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Region Exposure

% Developed Markets: 96.03%    % Emerging Markets: 2.97%    % Unidentified Markets: 1.00%

Americas 4.37%
3.76%
Canada 2.17%
United States 1.59%
0.61%
Brazil 0.61%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.07%
United Kingdom 21.32%
41.12%
Belgium 0.20%
Denmark 0.00%
Finland 0.52%
France 10.45%
Germany 5.52%
Greece 1.29%
Ireland 1.75%
Italy 3.04%
Netherlands 5.72%
Norway 1.23%
Spain 5.64%
Sweden 0.00%
Switzerland 5.75%
0.51%
Poland 0.51%
2.13%
Israel 0.96%
South Africa 0.33%
United Arab Emirates 0.84%
Greater Asia 29.56%
Japan 20.21%
1.71%
Australia 1.71%
6.47%
Hong Kong 2.31%
Singapore 3.14%
South Korea 0.32%
Taiwan 0.69%
1.17%
China 0.88%
Kazakhstan 0.30%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
46.92%
Materials
5.32%
Consumer Discretionary
8.21%
Financials
31.88%
Real Estate
1.51%
Sensitive
28.32%
Communication Services
3.34%
Energy
8.73%
Industrials
10.68%
Information Technology
5.57%
Defensive
22.43%
Consumer Staples
8.83%
Health Care
7.83%
Utilities
5.77%
Not Classified
2.33%
Non Classified Equity
2.18%
Not Classified - Non Equity
0.16%
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