Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.21%
Stock 99.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.10%
Other 0.15%
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Market Capitalization

As of November 30, 2025
Large 84.37%
Mid 12.13%
Small 3.51%
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Region Exposure

% Developed Markets: 92.64%    % Emerging Markets: 6.30%    % Unidentified Markets: 1.06%

Americas 18.09%
17.62%
Canada 15.75%
United States 1.87%
0.46%
Brazil 0.00%
Colombia 0.04%
Mexico 0.42%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.20%
United Kingdom 7.17%
33.98%
Belgium 0.96%
Denmark 3.19%
Finland 0.08%
France 5.08%
Germany 4.91%
Ireland 0.43%
Italy 0.35%
Netherlands 0.51%
Norway 0.05%
Sweden 1.86%
Switzerland 16.56%
0.01%
Turkey 0.01%
0.04%
Israel 0.00%
Saudi Arabia 0.04%
South Africa 0.00%
Greater Asia 39.66%
Japan 29.14%
2.07%
Australia 1.79%
2.65%
Hong Kong 2.21%
South Korea 0.02%
Taiwan 0.42%
5.79%
China -0.04%
India 5.09%
Indonesia 0.55%
Malaysia 0.04%
Philippines 0.15%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
34.96%
Materials
4.26%
Consumer Discretionary
6.24%
Financials
23.38%
Real Estate
1.08%
Sensitive
34.75%
Communication Services
1.39%
Energy
2.70%
Industrials
19.10%
Information Technology
11.57%
Defensive
29.99%
Consumer Staples
11.76%
Health Care
17.08%
Utilities
1.15%
Not Classified
0.30%
Non Classified Equity
0.15%
Not Classified - Non Equity
0.15%
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