Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.38%
Stock 97.12%
Bond 1.50%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of February 28, 2026
Large 55.81%
Mid 30.77%
Small 13.41%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 14.44%    % Emerging Markets: 84.18%    % Unidentified Markets: 1.38%

Americas 16.95%
2.42%
United States 2.42%
14.52%
Colombia 5.99%
Peru 6.28%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.65%
United Kingdom 4.15%
3.30%
6.58%
18.61%
Egypt 2.76%
Saudi Arabia 2.30%
United Arab Emirates 2.31%
Greater Asia 49.03%
Japan 0.00%
0.00%
0.00%
49.03%
Indonesia 3.83%
Kazakhstan 8.74%
Philippines 16.29%
Thailand 0.78%
Unidentified Region 1.38%

Stock Sector Exposure

Cyclical
52.68%
Materials
6.12%
Consumer Discretionary
9.57%
Financials
32.81%
Real Estate
4.18%
Sensitive
29.72%
Communication Services
9.93%
Energy
4.18%
Industrials
9.56%
Information Technology
6.06%
Defensive
11.90%
Consumer Staples
6.58%
Health Care
5.32%
Utilities
0.00%
Not Classified
5.70%
Non Classified Equity
2.74%
Not Classified - Non Equity
2.96%
As of February 28, 2026
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