Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.42%
Stock 95.63%
Bond 1.57%
Convertible 0.00%
Preferred 1.39%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 44.35%
Mid 38.52%
Small 17.13%
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Region Exposure

% Developed Markets: 35.59%    % Emerging Markets: 63.15%    % Unidentified Markets: 1.26%

Americas 20.25%
1.73%
United States 1.73%
18.52%
Argentina 1.39%
Brazil 7.70%
Mexico 4.55%
Peru 1.29%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.23%
United Kingdom 1.39%
3.70%
Greece 3.24%
Spain 0.46%
1.19%
Turkey 1.19%
9.95%
Saudi Arabia 1.52%
South Africa 4.19%
United Arab Emirates 4.23%
Greater Asia 62.25%
Japan 0.00%
0.98%
Australia 0.98%
22.22%
Hong Kong 0.95%
Singapore 1.51%
South Korea 8.39%
Taiwan 11.37%
39.05%
China 10.28%
India 25.13%
Indonesia 0.74%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
32.28%
Materials
7.29%
Consumer Discretionary
8.28%
Financials
10.77%
Real Estate
5.94%
Sensitive
49.85%
Communication Services
0.00%
Energy
3.81%
Industrials
31.58%
Information Technology
14.47%
Defensive
15.03%
Consumer Staples
3.70%
Health Care
7.02%
Utilities
4.31%
Not Classified
2.84%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.84%
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