Portfolio
Aug 11, 2026- Stock99.81%
- Cash0.19%
Morningstar style box
Aug 11, 2026Current style: Small Blend
Large
Mid
Small
3%
4%
9%
6%
4%
8%
25%
23%
18%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 11, 2026Top 10 Holdings Weight: 33.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.71% | Equity | Industrials | Small Blend | — | — | — | |
| 3.69% | Equity | Industrials | Mid Blend | — | — | — | |
| 3.65% | Equity | Industrials | Large Blend | — | — | — | |
| 3.60% | Equity | Utilities | Large Blend | — | — | — | |
| 3.26% | Equity | Information Technology | Mid Value | — | — | — | |
| 3.16% | Equity | Utilities | Mid Blend | — | — | — | |
| 3.16% | Equity | Utilities | Large Blend | — | — | — | |
| 3.15% | Equity | Information Technology | Small Value | — | — | — | |
| 3.15% | Equity | Utilities | Large Value | — | — | — | |
| 3.14% | Equity | Industrials | Mid Value | — | — | — |
