Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.68%
Stock 95.24%
Bond 0.00%
Convertible 0.00%
Preferred 1.71%
Other 2.36%
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Market Capitalization

As of November 30, 2025
Large 89.24%
Mid 8.95%
Small 1.81%
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Region Exposure

% Developed Markets: 46.18%    % Emerging Markets: 52.52%    % Unidentified Markets: 1.30%

Americas 12.31%
0.84%
United States 0.84%
11.46%
Brazil 5.99%
Chile 0.00%
Mexico 3.25%
Peru 1.36%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.05%
United Kingdom 1.61%
4.23%
France 1.87%
Ireland 1.59%
Sweden 0.77%
1.37%
Turkey 1.37%
1.84%
South Africa 1.84%
Greater Asia 77.35%
Japan 0.00%
0.49%
Australia 0.49%
39.01%
Hong Kong 9.32%
Singapore 2.52%
South Korea 9.72%
Taiwan 17.45%
37.85%
China 20.35%
India 14.76%
Indonesia 1.73%
Malaysia 0.22%
Philippines 0.79%
Unidentified Region 1.30%

Stock Sector Exposure

Cyclical
36.91%
Materials
2.13%
Consumer Discretionary
17.39%
Financials
17.39%
Real Estate
0.00%
Sensitive
52.36%
Communication Services
9.74%
Energy
3.79%
Industrials
13.34%
Information Technology
25.48%
Defensive
8.89%
Consumer Staples
7.02%
Health Care
1.88%
Utilities
0.00%
Not Classified
1.84%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.84%
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