Portfolio
Jun 30, 2026- Stock99.59%
- Cash0.36%
- Convertible0.13%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
26%
30%
19%
10%
12%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 43.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.28% | Equity | Materials | — | — | — | — | |
| 6.17% | Equity | Materials | — | — | — | — | |
| 4.74% | Equity | Materials | — | — | — | — | |
| 4.61% | Equity | Materials | — | — | — | — | |
| 3.86% | Equity | Materials | — | — | — | — | |
| 3.69% | Equity | Materials | — | — | — | — | |
| 3.50% | Equity | Materials | — | — | — | — | |
| 3.16% | Equity | Materials | — | — | — | — | |
| 2.88% | Equity | Materials | — | — | — | — | |
| 2.79% | Equity | Materials | — | — | — | — |
