Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.21%
Stock 95.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.92%
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Market Capitalization

As of November 30, 2025
Large 93.12%
Mid 5.51%
Small 1.37%
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Region Exposure

% Developed Markets: 48.75%    % Emerging Markets: 51.23%    % Unidentified Markets: 0.03%

Americas 15.12%
3.61%
Canada 0.05%
United States 3.57%
11.50%
Brazil 6.06%
Mexico 3.12%
Peru 0.92%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.78%
United Kingdom 0.00%
4.71%
Austria 1.85%
Greece 0.95%
Switzerland 1.18%
1.02%
Poland 1.02%
Turkey 0.00%
9.04%
Saudi Arabia 1.08%
South Africa 4.72%
United Arab Emirates 3.24%
Greater Asia 70.08%
Japan 0.00%
0.00%
35.77%
Hong Kong 6.89%
Singapore 0.58%
South Korea 13.14%
Taiwan 15.16%
34.30%
China 18.00%
India 13.82%
Indonesia 0.64%
Malaysia 0.56%
Thailand 1.29%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
40.07%
Materials
5.14%
Consumer Discretionary
10.09%
Financials
22.27%
Real Estate
2.56%
Sensitive
48.50%
Communication Services
11.35%
Energy
3.05%
Industrials
6.62%
Information Technology
27.47%
Defensive
11.43%
Consumer Staples
5.89%
Health Care
4.03%
Utilities
1.51%
Not Classified
0.00%
Non Classified Equity
0.00%
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