Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 93.86%
Bond 0.00%
Convertible 0.00%
Preferred 1.25%
Other 4.89%
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Market Capitalization

As of November 30, 2025
Large 65.65%
Mid 16.35%
Small 18.00%
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Region Exposure

% Developed Markets: 48.27%    % Emerging Markets: 46.84%    % Unidentified Markets: 4.89%

Americas 13.96%
6.86%
United States 6.86%
7.10%
Argentina 1.37%
Brazil 5.66%
Chile 0.08%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.84%
United Kingdom 0.35%
4.20%
Greece 1.53%
3.61%
Turkey 1.90%
0.69%
Saudi Arabia 0.69%
Greater Asia 72.31%
Japan 0.00%
0.00%
36.87%
Hong Kong 3.74%
South Korea 15.59%
Taiwan 17.54%
35.44%
China 16.28%
India 16.52%
Indonesia 0.59%
Kazakhstan 0.08%
Philippines 0.23%
Unidentified Region 4.89%

Stock Sector Exposure

Cyclical
40.30%
Materials
0.00%
Consumer Discretionary
18.27%
Financials
19.26%
Real Estate
2.77%
Sensitive
54.04%
Communication Services
3.48%
Energy
0.00%
Industrials
17.51%
Information Technology
33.06%
Defensive
5.57%
Consumer Staples
0.05%
Health Care
4.14%
Utilities
1.38%
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