Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.45%
Stock 94.87%
Bond 1.47%
Convertible 0.00%
Preferred 2.77%
Other 0.44%
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Market Capitalization

As of November 30, 2025
Large 82.02%
Mid 11.21%
Small 6.77%
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Region Exposure

% Developed Markets: 43.41%    % Emerging Markets: 55.70%    % Unidentified Markets: 0.89%

Americas 11.46%
4.17%
Canada 0.84%
United States 3.33%
7.29%
Brazil 4.00%
Mexico 1.86%
Peru 0.93%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.77%
United Kingdom 1.10%
2.39%
Greece 1.10%
Ireland 1.07%
2.50%
Poland 0.71%
4.77%
Saudi Arabia 1.23%
South Africa 1.76%
United Arab Emirates 1.79%
Greater Asia 76.88%
Japan 0.00%
0.00%
33.97%
Hong Kong 4.52%
Singapore 0.40%
South Korea 11.62%
Taiwan 17.42%
42.91%
China 20.99%
India 20.05%
Indonesia 0.81%
Philippines 0.67%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
38.96%
Materials
4.58%
Consumer Discretionary
11.81%
Financials
21.83%
Real Estate
0.74%
Sensitive
52.35%
Communication Services
9.65%
Energy
1.81%
Industrials
11.61%
Information Technology
29.29%
Defensive
5.60%
Consumer Staples
2.21%
Health Care
2.25%
Utilities
1.15%
Not Classified
3.08%
Non Classified Equity
1.63%
Not Classified - Non Equity
1.46%
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