Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.88%
Stock 98.46%
Bond 0.10%
Convertible 0.00%
Preferred 1.16%
Other -0.60%
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Market Capitalization

As of November 30, 2025
Large 92.89%
Mid 6.29%
Small 0.82%
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Region Exposure

% Developed Markets: 40.21%    % Emerging Markets: 60.25%    % Unidentified Markets: -0.46%

Americas 15.65%
2.88%
Canada 0.27%
United States 2.61%
12.77%
Brazil 3.38%
Mexico 7.18%
Peru 2.20%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.05%
United Kingdom 1.06%
5.62%
Greece 3.37%
Ireland 2.24%
Norway 0.00%
4.65%
Turkey 1.69%
7.72%
Saudi Arabia 2.31%
South Africa 4.06%
United Arab Emirates 1.35%
Greater Asia 65.76%
Japan 0.00%
0.02%
Australia 0.02%
29.28%
Hong Kong 3.08%
Singapore 0.01%
South Korea 10.43%
Taiwan 15.75%
36.46%
China 25.33%
India 8.20%
Indonesia 1.69%
Malaysia 1.24%
Unidentified Region -0.46%

Stock Sector Exposure

Cyclical
44.43%
Materials
8.74%
Consumer Discretionary
12.41%
Financials
23.27%
Real Estate
0.00%
Sensitive
45.65%
Communication Services
11.68%
Energy
2.30%
Industrials
8.83%
Information Technology
22.85%
Defensive
7.67%
Consumer Staples
4.30%
Health Care
3.37%
Utilities
0.00%
Not Classified
2.26%
Non Classified Equity
1.31%
Not Classified - Non Equity
0.95%
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