Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.43%
Stock 97.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.94%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 96.84%
Mid 3.05%
Small 0.12%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 47.47%    % Emerging Markets: 52.67%    % Unidentified Markets: -0.13%

Americas 11.38%
1.27%
Canada 1.26%
United States 0.00%
10.11%
Brazil 6.79%
Mexico 2.05%
Peru 0.73%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.30%
United Kingdom 0.58%
2.90%
Greece 1.57%
Ireland 0.79%
Portugal 0.54%
2.88%
Poland 2.09%
5.94%
Saudi Arabia 0.27%
South Africa 3.58%
United Arab Emirates 2.09%
Greater Asia 76.46%
Japan 0.00%
0.00%
40.08%
Hong Kong 4.71%
Singapore 0.90%
South Korea 12.49%
Taiwan 21.99%
36.38%
China 23.49%
India 11.48%
Indonesia 1.40%
Malaysia 0.00%
Unidentified Region -0.13%

Stock Sector Exposure

Cyclical
41.14%
Materials
5.14%
Consumer Discretionary
12.16%
Financials
23.12%
Real Estate
0.73%
Sensitive
51.34%
Communication Services
10.39%
Energy
2.35%
Industrials
8.23%
Information Technology
30.37%
Defensive
6.83%
Consumer Staples
4.67%
Health Care
0.51%
Utilities
1.65%
Not Classified
0.69%
Non Classified Equity
0.69%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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