Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.59%
Stock 91.22%
Bond 0.00%
Convertible 0.00%
Preferred 7.19%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 87.52%
Mid 10.82%
Small 1.66%
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Region Exposure

% Developed Markets: 52.45%    % Emerging Markets: 47.55%    % Unidentified Markets: 0.00%

Americas 15.97%
2.21%
Canada 0.56%
United States 1.65%
13.76%
Brazil 7.45%
Mexico 5.08%
Peru 0.34%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.62%
United Kingdom 0.00%
2.54%
Greece 1.16%
Sweden 0.00%
0.33%
Turkey 0.33%
8.74%
Saudi Arabia 3.41%
South Africa 2.12%
United Arab Emirates 3.22%
Greater Asia 72.41%
Japan 0.00%
0.00%
44.47%
South Korea 17.29%
Taiwan 27.18%
27.94%
India 21.89%
Indonesia 3.27%
Kazakhstan 2.77%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
37.07%
Materials
4.40%
Consumer Discretionary
6.37%
Financials
23.07%
Real Estate
3.23%
Sensitive
54.37%
Communication Services
3.26%
Energy
2.57%
Industrials
11.35%
Information Technology
37.19%
Defensive
7.59%
Consumer Staples
3.88%
Health Care
2.04%
Utilities
1.67%
Not Classified
0.97%
Non Classified Equity
0.97%
Not Classified - Non Equity
0.00%
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