Portfolio
Sep 1, 2026- Stock99.65%
- Cash0.35%
Morningstar style box
Sep 1, 2026Current style: Mid Blend
Large
Mid
Small
10%
17%
3%
33%
12%
8%
6%
9%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 1, 2026Top 10 Holdings Weight: 47.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 6.46% | Equity | Industrials | Large Blend | — | — | — | |
| 6.44% | Equity | Industrials | Large Blend | — | — | — | |
| 6.05% | Equity | Utilities | Large Blend | — | — | — | |
| 5.83% | Equity | Industrials | Large Growth | — | — | — | |
| 4.69% | Equity | Energy | Large Blend | — | — | — | |
| 4.02% | Equity | Utilities | Large Value | — | — | — | |
| 3.80% | Equity | Utilities | Large Value | — | — | — | |
| 3.62% | Equity | Utilities | Large Blend | — | — | — | |
| 3.23% | Equity | Energy | Large Blend | — | — | — | |
| 3.21% | Equity | Industrials | Large Growth | — | — | — |
