Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.60%
Stock 94.50%
Bond 1.09%
Convertible 0.00%
Preferred 1.78%
Other 0.03%
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Market Capitalization

As of November 30, 2025
Large 71.14%
Mid 17.32%
Small 11.54%
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Region Exposure

% Developed Markets: 46.28%    % Emerging Markets: 52.22%    % Unidentified Markets: 1.50%

Americas 13.65%
5.16%
Canada 1.35%
United States 3.81%
8.48%
Argentina 0.27%
Brazil 4.91%
Chile 0.30%
Mexico 1.81%
Peru 0.77%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.04%
United Kingdom 1.29%
4.17%
Greece 1.73%
Ireland 0.24%
Netherlands 0.27%
Portugal 0.18%
Switzerland 0.04%
1.73%
Poland 0.55%
Turkey 0.74%
8.85%
Egypt 0.59%
Nigeria 1.02%
Saudi Arabia 0.77%
South Africa 3.56%
United Arab Emirates 1.99%
Greater Asia 68.82%
Japan 0.00%
0.99%
Australia 0.99%
32.49%
Hong Kong 4.51%
Singapore 0.75%
South Korea 13.30%
Taiwan 13.79%
35.34%
China 14.40%
India 8.74%
Indonesia 2.52%
Kazakhstan 2.04%
Malaysia 0.51%
Pakistan 1.10%
Philippines 2.42%
Thailand 1.36%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
48.51%
Materials
7.10%
Consumer Discretionary
13.00%
Financials
24.14%
Real Estate
4.27%
Sensitive
40.38%
Communication Services
6.52%
Energy
4.16%
Industrials
9.63%
Information Technology
20.07%
Defensive
7.26%
Consumer Staples
3.33%
Health Care
3.07%
Utilities
0.85%
Not Classified
3.86%
Non Classified Equity
2.09%
Not Classified - Non Equity
1.77%
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