Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.90%
Stock 93.62%
Bond 0.00%
Convertible 0.00%
Preferred 2.32%
Other 1.16%
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Market Capitalization

As of November 30, 2025
Large 86.66%
Mid 10.65%
Small 2.70%
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Region Exposure

% Developed Markets: 45.21%    % Emerging Markets: 54.96%    % Unidentified Markets: -0.16%

Americas 15.26%
4.08%
Canada 2.05%
United States 2.04%
11.17%
Brazil 7.11%
Chile 1.00%
Colombia 0.05%
Mexico 2.66%
Peru 0.26%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.22%
United Kingdom 1.34%
2.48%
Greece 1.10%
Ireland 0.20%
Netherlands 0.20%
Portugal 0.65%
Switzerland 0.08%
1.75%
Poland 0.67%
Turkey 0.51%
7.64%
Qatar 0.14%
Saudi Arabia 1.20%
South Africa 4.76%
United Arab Emirates 1.32%
Greater Asia 71.69%
Japan 0.23%
0.00%
35.30%
Hong Kong 5.36%
Singapore 0.38%
South Korea 13.26%
Taiwan 16.09%
36.16%
China 17.60%
India 13.04%
Indonesia 2.05%
Kazakhstan 0.08%
Malaysia 0.49%
Philippines 0.61%
Thailand 1.75%
Unidentified Region -0.16%

Stock Sector Exposure

Cyclical
46.15%
Materials
4.58%
Consumer Discretionary
14.89%
Financials
24.37%
Real Estate
2.31%
Sensitive
41.22%
Communication Services
7.03%
Energy
3.19%
Industrials
9.11%
Information Technology
21.89%
Defensive
11.81%
Consumer Staples
8.49%
Health Care
2.55%
Utilities
0.76%
Not Classified
0.83%
Non Classified Equity
0.83%
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