Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.85%
Stock 91.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.98%
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Market Capitalization

As of November 30, 2025
Large 77.71%
Mid 12.94%
Small 9.36%
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Region Exposure

% Developed Markets: 45.13%    % Emerging Markets: 46.05%    % Unidentified Markets: 8.83%

Americas 31.32%
20.05%
Canada 5.54%
United States 14.51%
11.27%
Brazil 3.68%
Chile 4.52%
Mexico 3.08%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.41%
United Kingdom 3.44%
3.96%
Netherlands 3.96%
4.47%
Turkey 4.47%
6.54%
Saudi Arabia 3.64%
South Africa 2.90%
Greater Asia 41.45%
Japan 1.12%
0.00%
16.55%
South Korea 3.07%
Taiwan 13.48%
23.78%
India 9.31%
Indonesia 2.46%
Malaysia 6.47%
Philippines 3.46%
Thailand 2.08%
Unidentified Region 8.83%

Stock Sector Exposure

Cyclical
28.27%
Materials
23.81%
Consumer Discretionary
2.12%
Financials
2.34%
Real Estate
0.00%
Sensitive
46.10%
Communication Services
4.89%
Energy
0.00%
Industrials
4.03%
Information Technology
37.18%
Defensive
25.63%
Consumer Staples
14.30%
Health Care
7.94%
Utilities
3.38%
Not Classified
0.00%
Non Classified Equity
0.00%
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