BOS CSOE HIDV

03437

Portfolio

Oct 13, 2026
  • Stock97.86%
  • Cash2.00%
  • Preferred0.14%
  • Other0.00%

Morningstar style box

Oct 13, 2026

Current style: Large Value

Large
Mid
Small
76%
13%
2%
7%
0%
0%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9

Top Holdings

Oct 13, 2026
Top 10 Holdings Weight: 67.0%
Top Holdings · Last Updated: Oct 13, 2026
Name/codeWeightTypeIndustryStylePriceChange %Market Cap
11.34%EquityEnergyLarge Value———
10.83%EquityEnergyLarge Value———
10.69%EquityEnergyLarge Value———
8.99%EquityCommunication ServicesLarge Value———
7.48%EquityEnergyLarge Value———
7.02%EquityIndustrialsLarge Value———
3.92%EquityCommunication ServicesLarge Value———
2.36%EquityInformation TechnologyMid Growth———
2.26%EquityUtilitiesLarge Value———
2.17%EquityCommunication ServicesLarge Value———