Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.34%
Stock 95.09%
Bond 0.00%
Convertible 0.00%
Preferred 4.57%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 98.23%
Mid 1.54%
Small 0.24%
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Region Exposure

% Developed Markets: 46.65%    % Emerging Markets: 53.32%    % Unidentified Markets: 0.04%

Americas 11.30%
0.31%
Canada 0.12%
United States 0.19%
11.00%
Brazil 5.35%
Mexico 3.18%
Peru 1.68%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.14%
United Kingdom 6.79%
0.39%
0.50%
Poland 0.50%
Russia 0.00%
5.46%
South Africa 4.50%
United Arab Emirates 0.96%
Greater Asia 75.52%
Japan 0.00%
0.00%
38.20%
Hong Kong 9.06%
South Korea 12.23%
Taiwan 16.90%
37.32%
China 17.87%
India 15.53%
Indonesia 1.52%
Philippines 1.28%
Thailand 1.12%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
47.68%
Materials
4.48%
Consumer Discretionary
13.99%
Financials
28.24%
Real Estate
0.96%
Sensitive
38.18%
Communication Services
7.82%
Energy
0.00%
Industrials
5.14%
Information Technology
25.22%
Defensive
14.13%
Consumer Staples
11.98%
Health Care
2.15%
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