Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.57%
Stock 93.33%
Bond 0.00%
Convertible 0.00%
Preferred 5.77%
Other 0.33%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 88.02%
Mid 5.87%
Small 6.11%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 42.66%    % Emerging Markets: 57.00%    % Unidentified Markets: 0.34%

Americas 14.43%
0.43%
United States 0.43%
14.00%
Brazil 6.18%
Mexico 6.94%
Peru 0.88%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.72%
United Kingdom 0.84%
1.63%
Denmark 0.02%
Greece 1.59%
Switzerland 0.02%
0.00%
5.26%
Saudi Arabia 1.24%
South Africa 1.45%
United Arab Emirates 2.56%
Greater Asia 77.51%
Japan 0.00%
0.00%
37.21%
Hong Kong 5.95%
Singapore 1.21%
South Korea 11.41%
Taiwan 17.32%
40.30%
China 19.58%
India 11.62%
Indonesia 5.20%
Kazakhstan 1.56%
Malaysia 0.76%
Philippines 0.64%
Thailand 0.94%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
41.32%
Materials
5.08%
Consumer Discretionary
11.40%
Financials
21.63%
Real Estate
3.20%
Sensitive
52.68%
Communication Services
13.80%
Energy
3.34%
Industrials
8.29%
Information Technology
27.24%
Defensive
5.37%
Consumer Staples
2.45%
Health Care
1.05%
Utilities
1.87%
Not Classified
0.63%
Non Classified Equity
0.30%
Not Classified - Non Equity
0.33%
As of November 30, 2025
View Region Exposure
Start Trial

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