Portfolio
Jun 30, 2026- Stock99.71%
- Cash0.23%
- Other0.06%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
29%
45%
17%
1%
7%
2%
0%
0%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 79.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.41% | Equity | Communication Services | Large Blend | — | — | — | |
| 12.51% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 10.29% | Equity | Information Technology | Large Blend | — | — | — | |
| 9.67% | Equity | Information Technology | Large Value | — | — | — | |
| 9.18% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.33% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.62% | Equity | Health Care | Large Growth | — | — | — | |
| 4.36% | Equity | Information Technology | Mid Growth | — | — | — | |
| 3.33% | Equity | Health Care | Large Blend | — | — | — | |
| 3.29% | Equity | Health Care | Mid Growth | — | — | — |
