Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.14%
Stock 92.30%
Bond 0.00%
Convertible 0.00%
Preferred 4.61%
Other 1.95%
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Market Capitalization

As of November 30, 2025
Large 92.60%
Mid 6.44%
Small 0.95%
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Region Exposure

% Developed Markets: 28.09%    % Emerging Markets: 71.21%    % Unidentified Markets: 0.71%

Americas 18.18%
0.91%
United States 0.91%
17.28%
Brazil 11.87%
Chile 0.80%
Colombia 0.38%
Mexico 4.11%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.50%
United Kingdom 0.00%
1.00%
Greece 0.34%
Ireland 0.36%
Netherlands 0.30%
2.19%
Czech Republic 0.19%
Poland 0.00%
Turkey 1.41%
9.30%
Qatar 0.66%
Saudi Arabia 2.11%
South Africa 5.26%
United Arab Emirates 0.75%
Greater Asia 68.61%
Japan 0.00%
0.00%
24.13%
Hong Kong 6.14%
Taiwan 18.00%
44.48%
China 29.73%
India 9.97%
Indonesia 1.42%
Malaysia 0.87%
Thailand 2.49%
Unidentified Region 0.71%

Stock Sector Exposure

Cyclical
52.01%
Materials
13.60%
Consumer Discretionary
10.41%
Financials
26.18%
Real Estate
1.81%
Sensitive
41.53%
Communication Services
8.24%
Energy
12.54%
Industrials
4.54%
Information Technology
16.21%
Defensive
6.46%
Consumer Staples
3.01%
Health Care
0.59%
Utilities
2.86%
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