Portfolio
May 31, 2026- Stock100.00%
Morningstar style box
May 31, 2026Current style: Large Blend
Large
Mid
Small
24%
61%
13%
1%
1%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
May 31, 2026Top 10 Holdings Weight: 69.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.97% | Equity | Information Technology | Mid Blend | — | — | — | |
| 8.05% | Equity | Communication Services | Mid Value | — | — | — | |
| 7.75% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 7.58% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.16% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 7.09% | Equity | Information Technology | Mid Value | — | — | — | |
| 6.68% | Equity | Communication Services | Large Blend | — | — | — | |
| 5.26% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 4.76% | Equity | Information Technology | Mid Growth | — | — | — | |
| 4.68% | Equity | Communication Services | Mid Value | — | — | — |
