Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.61%
Stock 97.67%
Bond 1.72%
Convertible 0.00%
Preferred 0.00%
Other -1.00%
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Market Capitalization

As of November 30, 2025
Large 86.45%
Mid 11.13%
Small 2.42%
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Region Exposure

% Developed Markets: 16.42%    % Emerging Markets: 83.67%    % Unidentified Markets: -0.09%

Americas 1.72%
1.72%
United States 1.72%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 98.37%
Japan 0.00%
0.00%
14.69%
Hong Kong 14.69%
83.67%
China 83.67%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
50.67%
Materials
14.27%
Consumer Discretionary
11.06%
Financials
25.34%
Real Estate
0.00%
Sensitive
39.66%
Communication Services
20.23%
Energy
0.00%
Industrials
12.87%
Information Technology
6.57%
Defensive
7.09%
Consumer Staples
1.90%
Health Care
5.18%
Utilities
0.00%
Not Classified
2.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.58%
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