Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.85%
Stock 93.08%
Bond 4.01%
Convertible 0.00%
Preferred 0.37%
Other 1.69%
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Market Capitalization

As of November 30, 2025
Large 89.49%
Mid 6.46%
Small 4.05%
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Region Exposure

% Developed Markets: 41.48%    % Emerging Markets: 58.42%    % Unidentified Markets: 0.10%

Americas 20.90%
5.80%
Canada 4.66%
United States 1.14%
15.10%
Brazil 9.70%
Mexico 3.85%
Peru 1.55%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.55%
United Kingdom 2.10%
0.59%
Portugal 0.59%
Switzerland 0.00%
0.29%
2.57%
Saudi Arabia 0.72%
South Africa 1.85%
Greater Asia 73.46%
Japan 0.00%
0.00%
Australia 0.00%
33.00%
Hong Kong 7.27%
Singapore 0.68%
South Korea 10.14%
Taiwan 14.90%
40.46%
China 23.39%
India 8.63%
Indonesia 4.20%
Philippines 0.92%
Thailand 3.33%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
45.79%
Materials
9.36%
Consumer Discretionary
14.38%
Financials
21.79%
Real Estate
0.27%
Sensitive
40.92%
Communication Services
11.23%
Energy
2.55%
Industrials
3.46%
Information Technology
23.67%
Defensive
8.50%
Consumer Staples
5.98%
Health Care
1.37%
Utilities
1.15%
Not Classified
4.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.79%
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