Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.71%
Stock 97.12%
Bond 0.00%
Convertible 0.00%
Preferred 1.30%
Other -0.13%
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Market Capitalization

As of November 30, 2025
Large 92.33%
Mid 6.39%
Small 1.28%
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Region Exposure

% Developed Markets: 47.85%    % Emerging Markets: 51.68%    % Unidentified Markets: 0.46%

Americas 14.47%
1.69%
Canada 1.08%
United States 0.61%
12.78%
Brazil 6.75%
Chile 0.27%
Colombia 0.08%
Mexico 3.25%
Peru 0.62%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.47%
United Kingdom 0.23%
3.04%
Germany 0.28%
Greece 0.17%
Ireland 0.04%
Netherlands 1.43%
Spain 0.90%
Switzerland 0.22%
0.87%
Turkey 0.31%
5.33%
Qatar 0.37%
Saudi Arabia 1.53%
South Africa 2.64%
United Arab Emirates 0.65%
Greater Asia 75.59%
Japan 0.00%
0.00%
40.69%
Hong Kong 6.83%
Singapore 0.78%
South Korea 13.80%
Taiwan 19.27%
34.90%
China 18.47%
India 13.99%
Indonesia 1.42%
Philippines 0.41%
Thailand 0.62%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
41.45%
Materials
3.06%
Consumer Discretionary
12.50%
Financials
25.05%
Real Estate
0.84%
Sensitive
50.64%
Communication Services
9.59%
Energy
1.89%
Industrials
6.21%
Information Technology
32.95%
Defensive
7.88%
Consumer Staples
4.58%
Health Care
2.55%
Utilities
0.74%
Not Classified
0.04%
Non Classified Equity
0.04%
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