Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.21%
Stock 95.35%
Bond 1.57%
Convertible 0.00%
Preferred 1.09%
Other -0.23%
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Market Capitalization

As of November 30, 2025
Large 94.90%
Mid 4.26%
Small 0.83%
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Region Exposure

% Developed Markets: 45.59%    % Emerging Markets: 53.26%    % Unidentified Markets: 1.15%

Americas 10.56%
3.10%
Canada 0.05%
United States 3.05%
7.47%
Brazil 4.18%
Chile 0.03%
Colombia 0.01%
Mexico 2.26%
Peru 0.87%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.00%
United Kingdom 0.37%
3.32%
Greece 1.83%
Ireland 0.75%
Netherlands 0.02%
Switzerland 0.70%
1.85%
Czech Republic 0.01%
Poland 0.58%
Turkey 0.01%
5.46%
Egypt 0.00%
Qatar 0.02%
Saudi Arabia 1.37%
South Africa 3.45%
United Arab Emirates 0.63%
Greater Asia 77.29%
Japan 0.00%
0.29%
Australia 0.29%
37.75%
Hong Kong 4.78%
Singapore 0.63%
South Korea 11.79%
Taiwan 20.55%
39.25%
China 24.00%
India 10.73%
Indonesia 1.89%
Malaysia 0.43%
Philippines 0.83%
Thailand 1.37%
Unidentified Region 1.15%

Stock Sector Exposure

Cyclical
39.93%
Materials
3.25%
Consumer Discretionary
12.09%
Financials
24.12%
Real Estate
0.47%
Sensitive
49.22%
Communication Services
9.77%
Energy
2.43%
Industrials
7.24%
Information Technology
29.78%
Defensive
6.62%
Consumer Staples
1.70%
Health Care
4.29%
Utilities
0.63%
Not Classified
4.24%
Non Classified Equity
0.47%
Not Classified - Non Equity
3.77%
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