Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.37%
Stock 98.58%
Bond 0.00%
Convertible 0.00%
Preferred 1.75%
Other 0.03%
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Market Capitalization

As of November 30, 2025
Large 66.83%
Mid 14.50%
Small 18.67%
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Region Exposure

% Developed Markets: 43.54%    % Emerging Markets: 57.15%    % Unidentified Markets: -0.69%

Americas 7.51%
0.44%
United States 0.44%
7.07%
Brazil 3.94%
Chile 0.66%
Colombia 0.35%
Mexico 1.74%
Peru 0.25%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.42%
United Kingdom 0.00%
1.27%
Greece 0.71%
Netherlands 0.39%
1.63%
Poland 0.92%
Turkey 0.66%
8.52%
Egypt 0.17%
Qatar 0.58%
Saudi Arabia 2.88%
South Africa 3.22%
United Arab Emirates 1.16%
Greater Asia 81.75%
Japan 0.00%
0.13%
Australia 0.13%
39.29%
Hong Kong 6.08%
Singapore 0.06%
South Korea 12.37%
Taiwan 20.77%
42.33%
China 21.93%
India 16.06%
Indonesia 1.34%
Malaysia 1.28%
Philippines 0.59%
Thailand 1.13%
Unidentified Region -0.69%

Stock Sector Exposure

Cyclical
43.35%
Materials
6.71%
Consumer Discretionary
12.79%
Financials
22.43%
Real Estate
1.42%
Sensitive
46.93%
Communication Services
9.86%
Energy
4.10%
Industrials
6.35%
Information Technology
26.61%
Defensive
9.26%
Consumer Staples
3.78%
Health Care
2.93%
Utilities
2.54%
Not Classified
0.46%
Non Classified Equity
0.46%
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