Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.57%
Stock 95.82%
Bond 0.00%
Convertible 0.00%
Preferred 1.91%
Other -2.30%
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Market Capitalization

As of November 30, 2025
Large 91.78%
Mid 7.14%
Small 1.08%
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Region Exposure

% Developed Markets: 57.02%    % Emerging Markets: 45.28%    % Unidentified Markets: -2.30%

Americas 20.98%
11.02%
Canada 6.33%
United States 4.69%
9.96%
Brazil 3.82%
Chile 0.87%
Mexico 3.41%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.40%
United Kingdom 4.77%
1.75%
Greece 1.07%
Ireland 0.68%
0.00%
0.87%
South Africa 0.87%
Greater Asia 73.92%
Japan 0.00%
0.00%
39.47%
Hong Kong 4.05%
Singapore 1.60%
South Korea 13.48%
Taiwan 20.34%
34.45%
China 21.12%
India 13.33%
Unidentified Region -2.30%

Stock Sector Exposure

Cyclical
44.88%
Materials
8.38%
Consumer Discretionary
13.31%
Financials
23.19%
Real Estate
0.00%
Sensitive
48.15%
Communication Services
8.42%
Energy
3.95%
Industrials
7.95%
Information Technology
27.83%
Defensive
6.51%
Consumer Staples
2.13%
Health Care
4.38%
Utilities
0.00%
Not Classified
0.45%
Non Classified Equity
0.45%
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