Portfolio
Sep 17, 2026- Stock99.75%
- Cash1.12%
- Other0.00%
Morningstar style box
Sep 18, 2026Current style: Mid Value
Large
Mid
Small
19%
6%
0%
46%
15%
3%
7%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 52.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.78% | Equity | Utilities | Large Value | — | — | — | |
| 6.76% | Equity | Utilities | Large Value | — | — | — | |
| 6.43% | Equity | Utilities | Large Value | — | — | — | |
| 5.58% | Equity | Utilities | Large Blend | — | — | — | |
| 4.58% | Equity | Utilities | Large Value | — | — | — | |
| 3.92% | Equity | Utilities | Large Value | — | — | — | |
| 3.73% | Equity | Utilities | Large Value | — | — | — | |
| 3.34% | Equity | Utilities | Large Value | — | — | — | |
| 3.33% | Equity | Utilities | Large Blend | — | — | — | |
| 3.17% | Equity | Utilities | Large Value | — | — | — |
