Portfolio
Jun 30, 2026- Stock98.99%
- Cash1.18%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
27%
32%
9%
11%
16%
3%
1%
1%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 55.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.49% | Equity | Consumer Staples | — | — | — | — | |
| 6.86% | Equity | Communication Services | — | — | — | — | |
| 5.84% | Equity | Energy | — | — | — | — | |
| 5.38% | Equity | Materials | — | — | — | — | |
| 5.22% | Equity | Consumer Discretionary | — | — | — | — | |
| 5.01% | Equity | Information Technology | — | — | — | — | |
| 4.72% | Equity | Health Care | — | — | — | — | |
| 4.63% | Equity | Communication Services | — | — | — | — | |
| 4.23% | Equity | Information Technology | — | — | — | — | |
| 4.19% | Equity | Energy | — | — | — | — |
