Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.18%
Stock 96.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.63%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 82.90%
Mid 8.04%
Small 9.07%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 53.23%    % Emerging Markets: 45.20%    % Unidentified Markets: 1.57%

Americas 14.37%
3.61%
Canada 1.76%
United States 1.85%
10.75%
Brazil 3.00%
Colombia 0.53%
Mexico 5.49%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.19%
United Kingdom 5.67%
4.70%
Greece 2.05%
3.12%
Poland 0.00%
Turkey 2.18%
5.70%
Saudi Arabia 1.36%
South Africa 3.27%
United Arab Emirates 1.07%
Greater Asia 64.88%
Japan 0.00%
0.00%
38.18%
Hong Kong 7.73%
South Korea 13.13%
Taiwan 17.32%
26.69%
China 14.56%
India 9.04%
Kazakhstan 1.44%
Philippines 1.61%
Unidentified Region 1.57%

Stock Sector Exposure

Cyclical
41.30%
Materials
5.58%
Consumer Discretionary
15.74%
Financials
17.84%
Real Estate
2.12%
Sensitive
53.09%
Communication Services
14.27%
Energy
5.05%
Industrials
8.07%
Information Technology
25.70%
Defensive
5.62%
Consumer Staples
3.98%
Health Care
1.64%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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