Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.78%
Stock 97.26%
Bond 0.91%
Convertible 0.00%
Preferred 1.15%
Other -0.11%
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Market Capitalization

As of November 30, 2025
Large 87.30%
Mid 9.49%
Small 3.21%
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Region Exposure

% Developed Markets: 42.97%    % Emerging Markets: 56.30%    % Unidentified Markets: 0.73%

Americas 8.54%
2.09%
United States 2.09%
6.45%
Brazil 3.75%
Chile 0.57%
Colombia 0.06%
Mexico 1.91%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.05%
United Kingdom 0.02%
1.66%
Greece 0.37%
Ireland 0.77%
Switzerland 0.29%
2.12%
Czech Republic 0.01%
Poland 1.22%
Turkey 0.41%
8.25%
Egypt 0.05%
Qatar 0.79%
Saudi Arabia 2.99%
South Africa 2.96%
United Arab Emirates 1.45%
Greater Asia 78.68%
Japan 0.00%
0.00%
36.80%
Hong Kong 4.43%
Singapore 0.40%
South Korea 12.27%
Taiwan 19.69%
41.88%
China 22.76%
India 14.83%
Indonesia 1.11%
Malaysia 1.27%
Philippines 0.47%
Thailand 1.44%
Unidentified Region 0.73%

Stock Sector Exposure

Cyclical
41.30%
Materials
6.05%
Consumer Discretionary
12.82%
Financials
21.49%
Real Estate
0.95%
Sensitive
49.01%
Communication Services
10.39%
Energy
3.98%
Industrials
6.40%
Information Technology
28.24%
Defensive
7.78%
Consumer Staples
2.75%
Health Care
3.28%
Utilities
1.75%
Not Classified
1.91%
Non Classified Equity
0.38%
Not Classified - Non Equity
1.53%
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