Portfolio
May 31, 2026- Stock100.00%
Morningstar style box
May 31, 2026Current style: Large Value
Large
Mid
Small
62%
29%
6%
0%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
May 31, 2026Top 10 Holdings Weight: 51.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.69% | Equity | Financials | Large Value | — | — | — | |
| 7.33% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.84% | Equity | Communication Services | Large Blend | — | — | — | |
| 5.16% | Equity | Financials | Large Value | — | — | — | |
| 4.99% | Equity | Communication Services | Large Value | — | — | — | |
| 4.82% | Equity | Information Technology | Large Value | — | — | — | |
| 3.88% | Equity | Energy | Large Value | — | — | — | |
| 3.81% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.79% | Equity | Financials | Large Value | — | — | — | |
| 3.49% | Equity | Financials | Large Value | — | — | — |
