Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.26%
Stock 98.32%
Bond 0.90%
Convertible 0.00%
Preferred 0.00%
Other -0.48%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 54.59%
Mid 28.54%
Small 16.87%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 41.06%    % Emerging Markets: 58.27%    % Unidentified Markets: 0.68%

Americas 21.98%
3.69%
Canada 0.03%
United States 3.67%
18.29%
Brazil 10.34%
Chile 1.29%
Mexico 5.54%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.65%
United Kingdom 1.08%
1.78%
Greece 0.81%
5.75%
Poland 2.94%
Turkey 1.91%
6.04%
Saudi Arabia 2.70%
South Africa 1.80%
United Arab Emirates 1.54%
Greater Asia 62.69%
Japan 0.00%
0.00%
32.97%
Hong Kong 2.01%
Singapore 1.11%
South Korea 9.15%
Taiwan 20.69%
29.73%
China 11.54%
India 11.82%
Indonesia 2.73%
Philippines 2.25%
Unidentified Region 0.68%

Stock Sector Exposure

Cyclical
37.69%
Materials
2.41%
Consumer Discretionary
12.68%
Financials
18.53%
Real Estate
4.07%
Sensitive
45.79%
Communication Services
2.46%
Energy
2.76%
Industrials
24.67%
Information Technology
15.90%
Defensive
14.35%
Consumer Staples
6.89%
Health Care
6.16%
Utilities
1.30%
Not Classified
2.16%
Non Classified Equity
0.01%
Not Classified - Non Equity
2.15%
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