Asset Allocation

As of November 30, 2024.
Type % Net
Cash 3.05%
Stock 94.75%
Bond 0.00%
Convertible 0.00%
Preferred 1.80%
Other 0.40%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2024
Large 83.79%
Mid 12.47%
Small 3.75%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 46.66%    % Emerging Markets: 53.29%    % Unidentified Markets: 0.05%

Americas 14.36%
3.05%
Canada 3.05%
11.32%
Brazil 4.40%
Chile 0.42%
Mexico 3.21%
Peru 0.85%
As of November 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.60%
United Kingdom 0.80%
4.45%
Greece 1.08%
Ireland 0.29%
Netherlands 1.36%
0.94%
Poland 0.15%
Turkey 0.80%
7.41%
Egypt 0.34%
Qatar 0.25%
Saudi Arabia 2.10%
South Africa 2.93%
United Arab Emirates 1.66%
Greater Asia 71.99%
Japan 0.00%
0.00%
36.33%
Hong Kong 5.20%
Singapore 2.11%
South Korea 10.34%
Taiwan 18.68%
35.66%
China 13.82%
India 15.49%
Indonesia 1.90%
Kazakhstan 0.92%
Malaysia 0.82%
Philippines 0.29%
Thailand 1.33%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
39.78%
Materials
3.64%
Consumer Discretionary
12.73%
Financials
23.19%
Real Estate
0.22%
Sensitive
42.55%
Communication Services
8.24%
Energy
2.91%
Industrials
12.27%
Information Technology
19.12%
Defensive
12.80%
Consumer Staples
8.71%
Health Care
2.92%
Utilities
1.18%
Not Classified
4.87%
Non Classified Equity
4.87%
Not Classified - Non Equity
0.00%
As of April 30, 2024
View Region Exposure
Start Trial

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