Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.83%
Stock 94.50%
Bond 0.00%
Convertible 0.00%
Preferred 4.67%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 99.08%
Mid 0.92%
Small 0.00%
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Region Exposure

% Developed Markets: 50.26%    % Emerging Markets: 49.74%    % Unidentified Markets: 0.00%

Americas 12.08%
0.83%
Canada 0.00%
United States 0.83%
11.26%
Brazil 5.01%
Mexico 2.93%
Peru 1.68%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.05%
United Kingdom 7.49%
0.00%
0.00%
3.57%
South Africa 2.56%
United Arab Emirates 1.00%
Greater Asia 76.86%
Japan 0.00%
0.00%
40.94%
Hong Kong 11.64%
South Korea 11.73%
Taiwan 17.57%
35.92%
China 17.59%
India 15.87%
Indonesia 2.46%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
49.25%
Materials
4.46%
Consumer Discretionary
15.96%
Financials
26.61%
Real Estate
2.23%
Sensitive
36.98%
Communication Services
7.78%
Energy
0.00%
Industrials
2.46%
Information Technology
26.74%
Defensive
13.77%
Consumer Staples
12.51%
Health Care
1.26%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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