Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.76%
Stock 96.36%
Bond 0.00%
Convertible 0.00%
Preferred 1.09%
Other 0.79%
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Market Capitalization

As of November 30, 2025
Large 93.86%
Mid 4.89%
Small 1.25%
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Region Exposure

% Developed Markets: 46.17%    % Emerging Markets: 53.04%    % Unidentified Markets: 0.79%

Americas 16.31%
3.04%
Canada 2.57%
United States 0.47%
13.26%
Brazil 7.52%
Chile 0.18%
Colombia 0.45%
Mexico 2.43%
Peru 1.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.70%
United Kingdom 0.32%
3.16%
Austria 0.17%
Greece 1.22%
Ireland 0.28%
Spain 1.23%
1.73%
Poland 0.68%
Turkey 0.38%
4.48%
Saudi Arabia 0.53%
South Africa 2.54%
United Arab Emirates 1.42%
Greater Asia 73.20%
Japan 0.00%
0.00%
37.94%
Hong Kong 6.28%
Singapore 0.76%
South Korea 12.52%
Taiwan 18.20%
35.26%
China 19.98%
India 12.61%
Indonesia 1.78%
Kazakhstan 0.09%
Malaysia 0.14%
Philippines 0.34%
Thailand 0.17%
Unidentified Region 0.79%

Stock Sector Exposure

Cyclical
42.75%
Materials
2.04%
Consumer Discretionary
11.73%
Financials
28.62%
Real Estate
0.36%
Sensitive
51.43%
Communication Services
11.35%
Energy
2.23%
Industrials
5.98%
Information Technology
31.88%
Defensive
5.73%
Consumer Staples
4.63%
Health Care
0.00%
Utilities
1.10%
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