Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.07%
Stock 98.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.30%
Other -0.39%
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Market Capitalization

As of November 30, 2025
Large 93.88%
Mid 6.00%
Small 0.11%
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Region Exposure

% Developed Markets: 69.25%    % Emerging Markets: 31.04%    % Unidentified Markets: -0.29%

Americas 0.46%
0.46%
Canada 0.03%
United States 0.44%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.19%
United Kingdom 0.00%
1.19%
Ireland 1.19%
0.00%
0.00%
Greater Asia 98.63%
Japan 30.78%
7.43%
Australia 6.88%
29.39%
Hong Kong 5.88%
Singapore 2.72%
South Korea 8.47%
Taiwan 12.32%
31.04%
China 16.91%
India 12.52%
Indonesia 1.09%
Thailand 0.51%
Unidentified Region -0.29%

Stock Sector Exposure

Cyclical
39.96%
Materials
4.43%
Consumer Discretionary
13.51%
Financials
20.89%
Real Estate
1.13%
Sensitive
51.01%
Communication Services
10.55%
Energy
1.70%
Industrials
13.46%
Information Technology
25.29%
Defensive
7.73%
Consumer Staples
3.04%
Health Care
4.69%
Utilities
0.00%
Not Classified
1.30%
Non Classified Equity
1.30%
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