Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 92.15%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 7.82%
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Market Capitalization

As of November 30, 2025
Large 90.33%
Mid 6.99%
Small 2.68%
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Region Exposure

% Developed Markets: 44.48%    % Emerging Markets: 47.68%    % Unidentified Markets: 7.83%

Americas 9.69%
0.53%
United States 0.53%
9.16%
Brazil 5.16%
Mexico 1.99%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.53%
United Kingdom 1.50%
0.91%
Ireland 0.91%
0.00%
Russia 0.00%
3.13%
South Africa 2.14%
United Arab Emirates 0.98%
Greater Asia 76.94%
Japan 0.00%
0.00%
40.06%
Hong Kong 8.00%
Singapore 2.17%
South Korea 16.79%
Taiwan 13.10%
36.88%
China 18.77%
India 16.21%
Philippines 1.12%
Thailand 0.76%
Unidentified Region 7.83%

Stock Sector Exposure

Cyclical
50.72%
Materials
2.17%
Consumer Discretionary
16.48%
Financials
29.13%
Real Estate
2.95%
Sensitive
43.56%
Communication Services
12.77%
Energy
1.93%
Industrials
6.17%
Information Technology
22.69%
Defensive
5.70%
Consumer Staples
4.47%
Health Care
1.23%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.01%
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