Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.96%
Stock 98.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 91.18%
Mid 7.88%
Small 0.94%
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Region Exposure

% Developed Markets: 43.00%    % Emerging Markets: 57.00%    % Unidentified Markets: 0.00%

Americas 11.96%
2.49%
United States 2.49%
9.48%
Brazil 6.13%
Mexico 2.69%
Peru 0.66%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.51%
United Kingdom 0.00%
3.03%
Greece 1.13%
Ireland 1.01%
Portugal 0.89%
1.56%
Turkey 1.09%
5.93%
Qatar 0.57%
Saudi Arabia 1.61%
South Africa 1.93%
United Arab Emirates 1.82%
Greater Asia 77.52%
Japan 0.00%
0.00%
35.10%
Hong Kong 7.45%
Singapore 0.59%
South Korea 9.56%
Taiwan 16.50%
42.42%
China 20.23%
India 16.31%
Indonesia 3.55%
Philippines 0.20%
Thailand 2.14%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
39.33%
Materials
3.70%
Consumer Discretionary
12.10%
Financials
23.04%
Real Estate
0.48%
Sensitive
48.17%
Communication Services
10.02%
Energy
6.77%
Industrials
4.58%
Information Technology
26.81%
Defensive
12.49%
Consumer Staples
10.16%
Health Care
1.13%
Utilities
1.20%
Not Classified
0.00%
Non Classified Equity
0.00%
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