Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.23%
Stock 96.53%
Bond 1.17%
Convertible 0.00%
Preferred 0.00%
Other 1.07%
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Market Capitalization

As of November 30, 2025
Large 75.60%
Mid 15.76%
Small 8.64%
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Region Exposure

% Developed Markets: 81.47%    % Emerging Markets: 16.66%    % Unidentified Markets: 1.87%

Americas 12.87%
9.63%
Canada 7.27%
United States 2.35%
3.24%
Brazil 1.39%
Chile 0.00%
Colombia 0.00%
Mexico 1.56%
Peru 0.29%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.34%
United Kingdom 11.87%
30.15%
Austria 1.58%
Belgium 0.87%
Denmark 1.15%
Finland 0.30%
France 5.35%
Germany 5.28%
Greece 0.66%
Ireland 1.08%
Italy 0.91%
Netherlands 3.41%
Norway 1.06%
Portugal 0.21%
Spain 1.48%
Sweden 1.60%
Switzerland 5.23%
0.72%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.46%
1.59%
Egypt 0.00%
Israel 0.31%
Saudi Arabia 0.35%
South Africa 0.53%
United Arab Emirates 0.41%
Greater Asia 40.92%
Japan 13.89%
2.22%
Australia 2.15%
12.99%
Hong Kong 3.00%
Singapore 1.06%
South Korea 3.06%
Taiwan 5.87%
11.82%
China 5.52%
India 4.71%
Indonesia 0.99%
Kazakhstan 0.34%
Thailand 0.27%
Unidentified Region 1.87%

Stock Sector Exposure

Cyclical
40.23%
Materials
6.03%
Consumer Discretionary
9.80%
Financials
22.88%
Real Estate
1.51%
Sensitive
36.64%
Communication Services
5.49%
Energy
3.73%
Industrials
13.36%
Information Technology
14.07%
Defensive
19.80%
Consumer Staples
7.77%
Health Care
9.39%
Utilities
2.64%
Not Classified
3.33%
Non Classified Equity
0.51%
Not Classified - Non Equity
2.82%
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