Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.72%
Stock 95.20%
Bond 1.81%
Convertible 0.00%
Preferred 1.01%
Other -0.73%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 91.21%
Mid 6.07%
Small 2.72%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 53.46%    % Emerging Markets: 45.00%    % Unidentified Markets: 1.54%

Americas 7.76%
2.17%
United States 2.17%
5.59%
Brazil 4.04%
Mexico 1.54%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.61%
United Kingdom 0.58%
1.58%
Greece 0.94%
Netherlands 0.64%
2.84%
Poland 2.19%
4.60%
Egypt 0.63%
South Africa 2.67%
United Arab Emirates 1.30%
Greater Asia 81.10%
Japan 0.00%
0.00%
47.83%
Hong Kong 9.14%
Singapore 2.75%
South Korea 14.96%
Taiwan 20.98%
33.27%
China 14.00%
India 14.26%
Malaysia 2.65%
Philippines 1.35%
Unidentified Region 1.54%

Stock Sector Exposure

Cyclical
36.43%
Materials
4.01%
Consumer Discretionary
12.57%
Financials
18.93%
Real Estate
0.92%
Sensitive
52.68%
Communication Services
9.51%
Energy
1.24%
Industrials
12.52%
Information Technology
29.41%
Defensive
5.84%
Consumer Staples
1.69%
Health Care
2.92%
Utilities
1.23%
Not Classified
5.05%
Non Classified Equity
1.00%
Not Classified - Non Equity
4.04%
As of November 30, 2025
View Region Exposure
Start Trial

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