Portfolio
Jun 30, 2026- Stock97.11%
- Cash2.73%
- Other0.16%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
7%
31%
20%
7%
20%
9%
0%
0%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 69.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.12% | Equity | Health Care | Mid Growth | — | — | — | |
| 10.12% | Equity | Health Care | Large Growth | — | — | — | |
| 9.88% | Equity | Health Care | Large Blend | — | — | — | |
| 8.39% | Equity | Health Care | Large Growth | — | — | — | |
| 7.29% | Equity | Health Care | Mid Growth | — | — | — | |
| 6.32% | Equity | Health Care | Large Blend | — | — | — | |
| 5.12% | Equity | Health Care | Large Value | — | — | — | |
| 5.05% | Equity | Health Care | Mid Growth | — | — | — | |
| 3.86% | Equity | Health Care | Mid Blend | — | — | — | |
| 3.19% | Equity | Health Care | Mid Growth | — | — | — |
