Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.11%
Stock 94.70%
Bond 0.00%
Convertible 0.00%
Preferred 4.19%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 70.28%
Mid 20.30%
Small 9.42%
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Region Exposure

% Developed Markets: 44.89%    % Emerging Markets: 55.08%    % Unidentified Markets: 0.03%

Americas 13.12%
0.05%
Canada 0.01%
United States 0.05%
13.07%
Brazil 7.95%
Chile 0.71%
Mexico 2.73%
Peru 1.17%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.38%
United Kingdom 2.42%
3.74%
Greece 0.99%
3.43%
Poland 0.04%
Turkey 2.32%
14.79%
Egypt 1.42%
Saudi Arabia 2.46%
South Africa 8.08%
United Arab Emirates 2.84%
Greater Asia 62.47%
Japan 0.00%
0.00%
35.84%
South Korea 14.45%
Taiwan 21.39%
26.63%
India 17.98%
Indonesia 2.86%
Pakistan 0.92%
Philippines 2.36%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
52.05%
Materials
5.75%
Consumer Discretionary
9.93%
Financials
32.32%
Real Estate
4.04%
Sensitive
39.15%
Communication Services
1.41%
Energy
0.00%
Industrials
4.55%
Information Technology
33.19%
Defensive
8.28%
Consumer Staples
3.67%
Health Care
3.13%
Utilities
1.48%
Not Classified
0.52%
Non Classified Equity
0.52%
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