Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.28%
Stock 97.23%
Bond 0.42%
Convertible 0.00%
Preferred 2.22%
Other -0.15%
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Market Capitalization

As of November 30, 2025
Large 91.22%
Mid 8.33%
Small 0.45%
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Region Exposure

% Developed Markets: 41.03%    % Emerging Markets: 59.31%    % Unidentified Markets: -0.34%

Americas 11.22%
1.01%
Canada 0.13%
United States 0.87%
10.21%
Brazil 3.74%
Chile 1.95%
Colombia 1.03%
Mexico 2.98%
Peru 0.34%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.03%
United Kingdom 0.00%
1.35%
Belgium 0.00%
Greece 0.01%
Ireland 0.87%
Netherlands 0.17%
Spain 0.00%
Switzerland 0.30%
5.31%
Czech Republic 0.74%
Poland 2.65%
Turkey 0.86%
9.36%
Egypt 0.55%
Qatar 0.78%
Saudi Arabia 2.45%
South Africa 3.61%
United Arab Emirates 1.94%
Greater Asia 73.09%
Japan 0.00%
0.16%
Australia 0.16%
35.60%
Hong Kong 5.24%
Singapore 0.24%
South Korea 13.92%
Taiwan 16.21%
37.33%
China 24.48%
India 11.99%
Indonesia 0.47%
Malaysia 0.04%
Philippines 0.01%
Thailand 0.33%
Unidentified Region -0.34%

Stock Sector Exposure

Cyclical
46.60%
Materials
5.59%
Consumer Discretionary
11.72%
Financials
28.75%
Real Estate
0.54%
Sensitive
44.76%
Communication Services
12.33%
Energy
3.79%
Industrials
3.76%
Information Technology
24.88%
Defensive
7.96%
Consumer Staples
3.88%
Health Care
3.02%
Utilities
1.07%
Not Classified
0.68%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.68%
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