Asset Allocation

As of November 30, 2025.
Type % Net
Cash 8.71%
Stock 87.92%
Bond 0.99%
Convertible 0.00%
Preferred 3.36%
Other -0.98%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 56.50%    % Emerging Markets: 43.07%    % Unidentified Markets: 0.43%

Americas 6.47%
6.47%
Canada 2.59%
United States 3.88%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.00%
United Kingdom 0.07%
3.41%
Ireland 3.39%
Norway 0.02%
0.00%
0.52%
South Africa 0.52%
Greater Asia 89.10%
Japan 0.00%
0.20%
Australia 0.20%
46.35%
Hong Kong 8.72%
Singapore 2.76%
South Korea 12.98%
Taiwan 21.89%
42.55%
China 34.76%
India 3.95%
Indonesia 2.65%
Philippines 1.19%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
27.42%
Materials
1.54%
Consumer Discretionary
14.61%
Financials
11.28%
Real Estate
0.00%
Sensitive
55.41%
Communication Services
10.89%
Energy
1.14%
Industrials
8.99%
Information Technology
34.39%
Defensive
8.10%
Consumer Staples
1.65%
Health Care
6.45%
Utilities
0.00%
Not Classified
9.08%
Non Classified Equity
0.06%
Not Classified - Non Equity
9.01%
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