Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.73%
Stock 98.03%
Bond 0.18%
Convertible 0.00%
Preferred 0.31%
Other 0.76%
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Market Capitalization

As of November 30, 2025
Large 85.41%
Mid 13.86%
Small 0.73%
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Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.09%    % Unidentified Markets: 1.02%

Americas 0.37%
0.30%
United States 0.30%
0.07%
Mexico 0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.10%
United Kingdom 14.24%
50.82%
Austria 0.26%
Belgium 0.84%
Denmark 1.86%
Finland 1.11%
France 9.69%
Germany 9.45%
Ireland 0.82%
Italy 3.05%
Netherlands 6.01%
Norway 0.56%
Portugal 0.18%
Spain 3.50%
Sweden 3.13%
Switzerland 9.73%
0.00%
1.04%
Israel 1.04%
Greater Asia 32.51%
Japan 22.35%
6.41%
Australia 6.20%
3.72%
Hong Kong 1.99%
Singapore 1.69%
0.03%
China 0.03%
Unidentified Region 1.02%

Stock Sector Exposure

Cyclical
41.19%
Materials
5.47%
Consumer Discretionary
9.89%
Financials
24.30%
Real Estate
1.54%
Sensitive
35.42%
Communication Services
4.55%
Energy
3.22%
Industrials
18.99%
Information Technology
8.66%
Defensive
22.76%
Consumer Staples
7.62%
Health Care
11.48%
Utilities
3.66%
Not Classified
0.63%
Non Classified Equity
0.32%
Not Classified - Non Equity
0.30%
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