Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.13%
Stock 93.36%
Bond 3.90%
Convertible 0.00%
Preferred 0.00%
Other -0.39%
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Market Capitalization

As of November 30, 2025
Large 98.71%
Mid 1.29%
Small 0.00%
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Region Exposure

% Developed Markets: 61.28%    % Emerging Markets: 36.17%    % Unidentified Markets: 2.55%

Americas 6.22%
6.22%
United States 6.22%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.58%
United Kingdom 0.00%
1.58%
Switzerland 1.58%
0.00%
0.00%
Greater Asia 89.65%
Japan 0.00%
0.74%
Australia 0.74%
52.74%
Hong Kong 9.83%
Singapore 1.28%
South Korea 18.47%
Taiwan 23.17%
36.17%
China 26.15%
India 10.02%
Unidentified Region 2.55%

Stock Sector Exposure

Cyclical
23.86%
Materials
4.86%
Consumer Discretionary
8.82%
Financials
10.18%
Real Estate
0.00%
Sensitive
62.41%
Communication Services
9.46%
Energy
0.00%
Industrials
21.66%
Information Technology
31.29%
Defensive
6.73%
Consumer Staples
1.89%
Health Care
4.84%
Utilities
0.00%
Not Classified
7.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.00%
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