Portfolio
Jun 30, 2026- Stock100.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
65%
26%
6%
0%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 52.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.29% | Equity | Communication Services | Large Blend | — | — | — | |
| 7.99% | Equity | Financials | Large Value | — | — | — | |
| 6.59% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.46% | Equity | Financials | Large Value | — | — | — | |
| 4.88% | Equity | Communication Services | Large Value | — | — | — | |
| 4.05% | Equity | Information Technology | Large Value | — | — | — | |
| 3.92% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.87% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.65% | Equity | Financials | Large Value | — | — | — | |
| 3.53% | Equity | Financials | Large Value | — | — | — |
