Asset Allocation

As of November 30, 2024.
Type % Net
Cash 1.48%
Stock 96.56%
Bond 0.18%
Convertible 0.00%
Preferred 0.00%
Other 1.78%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 41.63%    % Emerging Markets: 57.53%    % Unidentified Markets: 0.84%

Americas 3.35%
2.34%
Canada 0.50%
United States 1.83%
1.01%
As of November 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.17%
United Kingdom 1.78%
6.39%
Belgium 0.00%
Ireland 1.67%
Netherlands 4.69%
Norway 0.02%
0.00%
0.00%
Greater Asia 87.64%
Japan 0.04%
0.02%
Australia 0.02%
30.05%
Hong Kong 23.54%
Singapore 6.51%
South Korea 0.00%
57.53%
China 55.25%
Kazakhstan 2.28%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
53.73%
Materials
4.32%
Consumer Discretionary
28.85%
Financials
15.38%
Real Estate
5.17%
Sensitive
25.64%
Communication Services
7.02%
Energy
7.17%
Industrials
10.82%
Information Technology
0.63%
Defensive
13.60%
Consumer Staples
7.85%
Health Care
3.24%
Utilities
2.51%
Not Classified
7.04%
Non Classified Equity
5.49%
Not Classified - Non Equity
1.55%
As of November 30, 2024
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