Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.93%
Stock 96.44%
Bond 0.00%
Convertible 0.00%
Preferred 1.29%
Other 0.35%
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Market Capitalization

As of November 30, 2025
Large 90.52%
Mid 6.95%
Small 2.53%
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Region Exposure

% Developed Markets: 43.34%    % Emerging Markets: 56.53%    % Unidentified Markets: 0.12%

Americas 11.65%
2.29%
Canada 0.02%
United States 2.27%
9.36%
Brazil 5.63%
Chile 0.21%
Colombia 0.06%
Mexico 2.53%
Peru 0.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.05%
United Kingdom 0.92%
2.37%
France 0.12%
Greece 0.91%
Ireland 0.46%
Netherlands 0.29%
Switzerland 0.09%
2.28%
Czech Republic 0.06%
Poland 1.07%
Russia 0.00%
Turkey 0.47%
7.48%
Egypt 0.28%
Qatar 0.28%
Saudi Arabia 2.60%
South Africa 3.14%
United Arab Emirates 0.88%
Greater Asia 75.17%
Japan 0.00%
0.02%
Australia 0.02%
36.22%
Hong Kong 4.52%
Singapore 1.29%
South Korea 12.25%
Taiwan 18.16%
38.94%
China 20.16%
India 15.44%
Indonesia 1.50%
Kazakhstan 0.17%
Malaysia 0.48%
Pakistan 0.00%
Philippines 0.53%
Thailand 0.64%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
42.00%
Materials
4.45%
Consumer Discretionary
13.15%
Financials
23.01%
Real Estate
1.38%
Sensitive
48.85%
Communication Services
9.24%
Energy
3.81%
Industrials
7.99%
Information Technology
27.81%
Defensive
8.77%
Consumer Staples
4.01%
Health Care
3.49%
Utilities
1.27%
Not Classified
0.38%
Non Classified Equity
0.38%
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