Portfolio
Jun 30, 2026- Stock99.55%
- Cash0.79%
- Convertible0.10%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
16%
59%
12%
3%
6%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 51.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.56% | Equity | Materials | — | — | — | — | |
| 8.35% | Equity | Materials | — | — | — | — | |
| 6.62% | Equity | Materials | — | — | — | — | |
| 5.16% | Equity | Materials | — | — | — | — | |
| 4.76% | Equity | Materials | — | — | — | — | |
| 4.03% | Equity | Materials | — | — | — | — | |
| 3.99% | Equity | Industrials | — | — | — | — | |
| 3.55% | Equity | Materials | — | — | — | — | |
| 3.45% | Equity | Materials | — | — | — | — | |
| 3.42% | Equity | Materials | — | — | — | — |
