Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.10%
Stock 99.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of November 30, 2025
Large 34.80%
Mid 33.90%
Small 31.30%
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Region Exposure

% Developed Markets: 42.23%    % Emerging Markets: 57.68%    % Unidentified Markets: 0.09%

Americas 14.84%
3.79%
Canada 0.69%
United States 3.10%
11.05%
Argentina 1.01%
Brazil 8.03%
Chile 0.13%
Mexico 1.05%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.55%
United Kingdom 1.39%
5.13%
Greece 1.62%
2.11%
Russia 0.01%
Turkey 1.15%
2.92%
Saudi Arabia 0.45%
South Africa 2.47%
Greater Asia 73.52%
Japan 0.00%
0.00%
31.92%
Hong Kong 1.00%
South Korea 11.63%
Taiwan 19.29%
41.60%
China 8.60%
India 25.90%
Indonesia 1.12%
Philippines 1.51%
Unidentified Region 0.09%

Stock Sector Exposure

Cyclical
39.75%
Materials
0.69%
Consumer Discretionary
19.45%
Financials
16.85%
Real Estate
2.75%
Sensitive
46.65%
Communication Services
3.24%
Energy
2.47%
Industrials
15.87%
Information Technology
25.08%
Defensive
12.47%
Consumer Staples
4.43%
Health Care
8.04%
Utilities
0.00%
Not Classified
1.13%
Non Classified Equity
1.13%
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