Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.86%
Stock 97.88%
Bond 0.61%
Convertible 0.00%
Preferred 0.62%
Other 0.02%
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Market Capitalization

As of November 30, 2025
Large 95.37%
Mid 4.05%
Small 0.58%
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Region Exposure

% Developed Markets: 43.50%    % Emerging Markets: 56.50%    % Unidentified Markets: 0.00%

Americas 12.65%
1.86%
Canada 0.02%
United States 1.84%
10.79%
Brazil 5.73%
Chile 0.15%
Mexico 4.01%
Peru 0.80%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.40%
United Kingdom 0.29%
3.41%
Greece 1.42%
Ireland 1.22%
Switzerland 0.65%
1.74%
Poland 0.31%
5.95%
Saudi Arabia 1.64%
South Africa 3.77%
United Arab Emirates 0.53%
Greater Asia 75.95%
Japan 0.00%
0.31%
Australia 0.31%
37.00%
Hong Kong 4.24%
Singapore 0.70%
South Korea 13.46%
Taiwan 18.59%
38.64%
China 22.03%
India 12.95%
Indonesia 1.36%
Malaysia 0.43%
Philippines 0.60%
Thailand 1.26%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
41.26%
Materials
6.20%
Consumer Discretionary
11.34%
Financials
23.38%
Real Estate
0.34%
Sensitive
49.20%
Communication Services
10.45%
Energy
3.89%
Industrials
7.54%
Information Technology
27.32%
Defensive
7.48%
Consumer Staples
2.40%
Health Care
3.95%
Utilities
1.13%
Not Classified
2.06%
Non Classified Equity
0.58%
Not Classified - Non Equity
1.47%
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