Portfolio
Sep 16, 2026- Stock99.80%
- Cash0.20%
Morningstar style box
Sep 16, 2026Current style: Small Blend
Large
Mid
Small
0%
0%
0%
9%
13%
7%
24%
39%
8%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 16, 2026Top 10 Holdings Weight: 10.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.31% | Equity | Health Care | Mid Value | — | — | — | |
| 1.08% | Equity | Financials | Mid Value | — | — | — | |
| 1.08% | Equity | Financials | Mid Value | — | — | — | |
| 1.05% | Equity | Financials | Large Blend | — | — | — | |
| 1.04% | Equity | Consumer Staples | Mid Blend | — | — | — | |
| 1.04% | Equity | Financials | Large Value | — | — | — | |
| 1.04% | Equity | Financials | Large Growth | — | — | — | |
| 1.03% | Equity | Industrials | Large Growth | — | — | — | |
| 1.03% | Equity | Financials | Small Value | — | — | — | |
| 0.99% | Equity | Industrials | Mid Blend | — | — | — |
