Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.29%
Stock 97.00%
Bond 0.27%
Convertible 0.00%
Preferred 0.00%
Other 0.44%
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Market Capitalization

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

% Developed Markets: 47.15%    % Emerging Markets: 52.40%    % Unidentified Markets: 0.45%

Americas 3.23%
2.47%
Canada 0.70%
United States 1.77%
0.76%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.07%
United Kingdom 0.99%
10.08%
Ireland 2.20%
Netherlands 6.07%
Norway 0.01%
0.00%
0.00%
Greater Asia 85.26%
Japan 0.00%
0.30%
Australia 0.30%
32.55%
Hong Kong 22.68%
Singapore 8.78%
South Korea 0.00%
Taiwan 0.50%
52.40%
China 49.66%
Kazakhstan 1.96%
Unidentified Region 0.45%

Stock Sector Exposure

Cyclical
52.01%
Materials
6.15%
Consumer Discretionary
30.91%
Financials
10.53%
Real Estate
4.42%
Sensitive
28.77%
Communication Services
10.79%
Energy
4.99%
Industrials
11.68%
Information Technology
1.31%
Defensive
10.15%
Consumer Staples
6.99%
Health Care
1.29%
Utilities
1.87%
Not Classified
9.08%
Non Classified Equity
6.61%
Not Classified - Non Equity
2.47%
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