Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.14%
Stock 97.39%
Bond 1.02%
Convertible 0.00%
Preferred 0.00%
Other 0.44%
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Market Capitalization

As of November 30, 2025
Large 0.00%
Mid 33.81%
Small 66.19%
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Region Exposure

% Developed Markets: 98.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.39%

Americas 8.22%
6.48%
Canada 4.83%
United States 1.66%
1.74%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.42%
United Kingdom 8.76%
42.62%
Austria 1.59%
Belgium 0.94%
Denmark 0.01%
Finland 2.54%
France 3.33%
Germany 6.29%
Ireland 0.00%
Italy 8.85%
Netherlands 2.82%
Norway 3.54%
Portugal 0.00%
Spain 3.56%
Sweden 5.14%
Switzerland 3.99%
0.00%
0.03%
Israel 0.03%
Greater Asia 38.97%
Japan 34.54%
4.41%
Australia 4.41%
0.03%
Hong Kong 0.01%
Singapore 0.02%
0.00%
China 0.00%
Indonesia 0.00%
Unidentified Region 1.39%

Stock Sector Exposure

Cyclical
36.79%
Materials
11.41%
Consumer Discretionary
7.13%
Financials
13.13%
Real Estate
5.12%
Sensitive
47.31%
Communication Services
2.10%
Energy
3.24%
Industrials
30.43%
Information Technology
11.54%
Defensive
13.90%
Consumer Staples
10.47%
Health Care
3.41%
Utilities
0.02%
Not Classified
2.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.00%
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