Asset Allocation

As of November 30, 2025.
Type % Net
Cash 25.38%
Stock 69.76%
Bond 1.98%
Convertible 0.00%
Preferred 1.61%
Other 1.27%
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Market Capitalization

As of November 30, 2025
Large 54.47%
Mid 27.30%
Small 18.24%
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Region Exposure

% Developed Markets: 47.83%    % Emerging Markets: 26.48%    % Unidentified Markets: 25.69%

Americas 19.52%
15.70%
Canada 8.16%
United States 7.54%
3.82%
Brazil 3.82%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.07%
United Kingdom 3.72%
8.94%
France 2.13%
Germany 3.26%
Switzerland 2.95%
5.52%
Russia 5.52%
8.89%
Saudi Arabia 0.23%
South Africa 8.66%
Greater Asia 27.72%
Japan 3.18%
2.47%
Australia 2.47%
15.42%
Hong Kong 2.71%
Singapore 2.20%
South Korea 10.51%
6.65%
China 3.00%
Indonesia 0.23%
Kazakhstan 2.54%
Thailand 0.88%
Unidentified Region 25.69%

Stock Sector Exposure

Cyclical
47.93%
Materials
39.48%
Consumer Discretionary
0.99%
Financials
7.21%
Real Estate
0.26%
Sensitive
37.48%
Communication Services
9.04%
Energy
17.18%
Industrials
10.98%
Information Technology
0.28%
Defensive
12.04%
Consumer Staples
6.21%
Health Care
0.22%
Utilities
5.60%
Not Classified
2.55%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.55%
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