Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.76%
Stock 98.96%
Bond 0.21%
Convertible 0.00%
Preferred 1.09%
Other -1.02%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 93.02%
Mid 6.14%
Small 0.84%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 39.57%    % Emerging Markets: 61.18%    % Unidentified Markets: -0.75%

Americas 15.66%
2.72%
Canada 0.01%
United States 2.71%
12.94%
Brazil 3.26%
Mexico 7.58%
Peru 2.10%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.37%
United Kingdom 1.07%
5.69%
Greece 3.46%
Ireland 2.23%
4.53%
Turkey 1.86%
8.09%
Saudi Arabia 2.47%
South Africa 4.23%
United Arab Emirates 1.39%
Greater Asia 65.71%
Japan 0.00%
0.00%
28.70%
Hong Kong 3.03%
South Korea 10.57%
Taiwan 15.11%
37.01%
China 25.43%
India 8.35%
Indonesia 1.68%
Malaysia 1.55%
Unidentified Region -0.75%

Stock Sector Exposure

Cyclical
44.97%
Materials
8.75%
Consumer Discretionary
12.51%
Financials
23.71%
Real Estate
0.00%
Sensitive
45.48%
Communication Services
11.69%
Energy
2.33%
Industrials
9.30%
Information Technology
22.16%
Defensive
7.67%
Consumer Staples
4.62%
Health Care
3.05%
Utilities
0.00%
Not Classified
1.88%
Non Classified Equity
1.37%
Not Classified - Non Equity
0.51%
As of November 30, 2025
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