Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.93%
Stock 99.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of November 30, 2025
Large 46.28%
Mid 38.86%
Small 14.86%
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Region Exposure

% Developed Markets: 37.74%    % Emerging Markets: 62.03%    % Unidentified Markets: 0.23%

Americas 21.43%
3.30%
United States 3.30%
18.13%
Brazil 11.05%
Chile 3.35%
Mexico 2.20%
Peru 1.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.42%
United Kingdom 2.93%
0.80%
Greece 0.80%
3.46%
Czech Republic 1.50%
Turkey 1.96%
2.23%
Saudi Arabia 0.57%
United Arab Emirates 1.29%
Greater Asia 68.92%
Japan 0.00%
0.00%
29.42%
South Korea 15.26%
Taiwan 14.16%
39.50%
China 10.65%
India 23.03%
Kazakhstan 0.74%
Malaysia 2.91%
Pakistan 1.36%
Thailand 0.82%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
44.11%
Materials
4.31%
Consumer Discretionary
14.05%
Financials
23.64%
Real Estate
2.11%
Sensitive
44.71%
Communication Services
1.60%
Energy
0.74%
Industrials
23.88%
Information Technology
18.49%
Defensive
10.59%
Consumer Staples
5.08%
Health Care
5.50%
Utilities
0.00%
Not Classified
0.59%
Non Classified Equity
0.59%
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