Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.96%
Stock 95.55%
Bond 1.56%
Convertible 0.00%
Preferred 0.96%
Other 2.89%
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Market Capitalization

As of November 30, 2025
Large 87.48%
Mid 9.23%
Small 3.29%
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Region Exposure

% Developed Markets: 41.27%    % Emerging Markets: 54.81%    % Unidentified Markets: 3.92%

Americas 6.04%
0.19%
United States 0.19%
5.86%
Brazil 2.86%
Chile 0.77%
Colombia 0.07%
Mexico 2.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.70%
United Kingdom 0.00%
1.69%
Greece 0.79%
Ireland 0.11%
Switzerland 0.33%
1.31%
Czech Republic 0.01%
Poland 0.83%
Turkey 0.43%
7.70%
Qatar 0.43%
Saudi Arabia 2.84%
South Africa 2.41%
United Arab Emirates 1.24%
Greater Asia 79.34%
Japan 0.00%
0.00%
36.84%
Hong Kong 4.70%
Singapore 0.15%
South Korea 12.85%
Taiwan 19.14%
42.49%
China 24.30%
India 13.53%
Indonesia 1.21%
Malaysia 1.86%
Thailand 1.60%
Unidentified Region 3.92%

Stock Sector Exposure

Cyclical
41.95%
Materials
5.95%
Consumer Discretionary
13.14%
Financials
22.42%
Real Estate
0.43%
Sensitive
48.58%
Communication Services
10.65%
Energy
3.34%
Industrials
6.15%
Information Technology
28.45%
Defensive
6.16%
Consumer Staples
1.47%
Health Care
3.05%
Utilities
1.64%
Not Classified
3.31%
Non Classified Equity
0.24%
Not Classified - Non Equity
3.07%
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