Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.78%
Stock 95.36%
Bond 1.25%
Convertible 0.00%
Preferred 2.16%
Other -0.55%
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Market Capitalization

As of November 30, 2025
Large 92.40%
Mid 7.41%
Small 0.19%
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Region Exposure

% Developed Markets: 45.88%    % Emerging Markets: 53.11%    % Unidentified Markets: 1.01%

Americas 9.30%
2.21%
Canada 0.00%
United States 2.21%
7.09%
Brazil 6.25%
Peru 0.83%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.54%
United Kingdom 0.00%
0.02%
Ireland 0.01%
Switzerland 0.00%
1.78%
Russia 0.00%
Turkey 0.36%
0.75%
Saudi Arabia 0.56%
South Africa 0.00%
United Arab Emirates 0.19%
Greater Asia 87.15%
Japan 0.00%
0.00%
Australia 0.00%
43.46%
Hong Kong 9.45%
Singapore 4.99%
South Korea 13.71%
Taiwan 15.31%
43.69%
China 23.04%
India 15.25%
Indonesia 1.52%
Kazakhstan 0.63%
Malaysia 0.02%
Philippines 0.01%
Thailand 2.29%
Unidentified Region 1.01%

Stock Sector Exposure

Cyclical
48.27%
Materials
3.73%
Consumer Discretionary
16.81%
Financials
23.91%
Real Estate
3.82%
Sensitive
39.48%
Communication Services
8.13%
Energy
1.12%
Industrials
6.00%
Information Technology
24.23%
Defensive
8.81%
Consumer Staples
5.07%
Health Care
1.68%
Utilities
2.06%
Not Classified
3.44%
Non Classified Equity
0.64%
Not Classified - Non Equity
2.80%
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