Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 92.36%
Bond 0.00%
Convertible 0.00%
Preferred 4.32%
Other 3.31%
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Market Capitalization

As of November 30, 2025
Large 90.37%
Mid 8.15%
Small 1.49%
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Region Exposure

% Developed Markets: 48.11%    % Emerging Markets: 48.58%    % Unidentified Markets: 3.31%

Americas 15.17%
0.00%
15.17%
Brazil 4.32%
Mexico 6.48%
Peru 1.95%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.97%
United Kingdom 0.00%
2.27%
Greece 2.27%
0.00%
13.71%
South Africa 10.18%
United Arab Emirates 3.53%
Greater Asia 65.54%
Japan 0.00%
0.00%
41.29%
Hong Kong 10.45%
Singapore 3.45%
South Korea 9.59%
Taiwan 17.81%
24.25%
China 5.75%
India 12.48%
Indonesia 2.74%
Malaysia 1.88%
Thailand 1.38%
Unidentified Region 3.31%

Stock Sector Exposure

Cyclical
38.83%
Materials
0.00%
Consumer Discretionary
18.12%
Financials
20.71%
Real Estate
0.00%
Sensitive
41.56%
Communication Services
2.23%
Energy
6.08%
Industrials
8.76%
Information Technology
24.49%
Defensive
13.82%
Consumer Staples
10.56%
Health Care
1.38%
Utilities
1.88%
Not Classified
5.79%
Non Classified Equity
2.26%
Not Classified - Non Equity
3.53%
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