Asset Allocation

As of November 30, 2024.
Type % Net
Cash 0.73%
Stock 99.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.00%
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Market Capitalization

As of November 30, 2024
Large 86.30%
Mid 12.94%
Small 0.76%
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Region Exposure

% Developed Markets: 40.92%    % Emerging Markets: 59.20%    % Unidentified Markets: -0.12%

Americas 6.61%
0.80%
Canada 0.31%
United States 0.49%
5.81%
Brazil 3.99%
Chile 0.00%
Colombia 0.00%
Mexico 1.82%
Peru 0.00%
As of November 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.93%
United Kingdom 3.87%
2.41%
Greece 0.00%
Ireland 0.71%
Netherlands 0.00%
0.66%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.66%
8.99%
Egypt 0.00%
Qatar 0.01%
Saudi Arabia 1.94%
South Africa 3.24%
United Arab Emirates 2.20%
Greater Asia 77.58%
Japan 0.00%
0.00%
Australia 0.00%
31.63%
Hong Kong 4.04%
Singapore 0.00%
South Korea 9.38%
Taiwan 18.21%
45.95%
China 21.64%
India 21.07%
Indonesia 2.49%
Malaysia 0.01%
Philippines 0.73%
Thailand 0.01%
Unidentified Region -0.12%

Stock Sector Exposure

Cyclical
32.91%
Materials
2.02%
Consumer Discretionary
11.40%
Financials
19.49%
Real Estate
0.00%
Sensitive
57.68%
Communication Services
14.09%
Energy
4.67%
Industrials
6.37%
Information Technology
32.55%
Defensive
5.35%
Consumer Staples
1.53%
Health Care
1.85%
Utilities
1.97%
Not Classified
4.06%
Non Classified Equity
4.06%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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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