Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.89%
Stock 97.61%
Bond 0.00%
Convertible 0.00%
Preferred 0.85%
Other 0.65%
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Market Capitalization

As of November 30, 2025
Large 93.64%
Mid 4.84%
Small 1.52%
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Region Exposure

% Developed Markets: 46.41%    % Emerging Markets: 52.94%    % Unidentified Markets: 0.65%

Americas 15.12%
1.59%
Canada 1.14%
United States 0.45%
13.53%
Brazil 7.58%
Chile 0.19%
Colombia 0.45%
Mexico 2.46%
Peru 1.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.54%
United Kingdom 0.31%
3.17%
Austria 0.17%
Greece 1.21%
Ireland 0.27%
Spain 1.24%
1.75%
Poland 0.68%
Turkey 0.38%
4.30%
Saudi Arabia 0.27%
South Africa 2.61%
United Arab Emirates 1.42%
Greater Asia 74.70%
Japan 0.00%
0.00%
39.64%
Hong Kong 6.49%
Singapore 0.78%
South Korea 12.58%
Taiwan 19.61%
35.06%
China 19.26%
India 13.12%
Indonesia 1.79%
Kazakhstan 0.09%
Malaysia 0.14%
Philippines 0.34%
Thailand 0.17%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
42.55%
Materials
2.01%
Consumer Discretionary
11.56%
Financials
28.62%
Real Estate
0.36%
Sensitive
52.14%
Communication Services
11.39%
Energy
2.21%
Industrials
5.99%
Information Technology
32.55%
Defensive
5.21%
Consumer Staples
4.13%
Health Care
0.00%
Utilities
1.09%
Not Classified
0.09%
Non Classified Equity
0.09%
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