Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.75%
Stock 98.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of November 30, 2025
Large 21.39%
Mid 39.55%
Small 39.06%
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Region Exposure

% Developed Markets: 79.33%    % Emerging Markets: 19.04%    % Unidentified Markets: 1.63%

Americas 12.88%
5.82%
Canada 4.21%
United States 1.61%
7.06%
Brazil 1.58%
Mexico 4.28%
Peru 0.61%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.79%
United Kingdom 11.30%
32.36%
Belgium 1.10%
Finland 0.88%
France 2.38%
Germany 4.72%
Greece 1.05%
Italy 6.83%
Norway 1.91%
Sweden 7.53%
Switzerland 5.09%
2.07%
Poland 1.08%
Turkey 0.47%
2.06%
Israel 1.34%
South Africa 0.72%
Greater Asia 37.70%
Japan 17.09%
2.91%
Australia 2.91%
9.90%
South Korea 2.20%
Taiwan 7.70%
7.79%
China 2.26%
India 4.81%
Indonesia 0.30%
Thailand 0.43%
Unidentified Region 1.63%

Stock Sector Exposure

Cyclical
35.56%
Materials
3.09%
Consumer Discretionary
9.48%
Financials
21.67%
Real Estate
1.32%
Sensitive
50.79%
Communication Services
6.70%
Energy
0.43%
Industrials
24.88%
Information Technology
18.79%
Defensive
13.09%
Consumer Staples
5.51%
Health Care
6.90%
Utilities
0.68%
Not Classified
0.56%
Non Classified Equity
0.56%
Not Classified - Non Equity
0.00%
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