Portfolio
Jun 30, 2026- Stock99.52%
- Cash1.24%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
43%
29%
9%
7%
11%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 53.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.24% | Equity | Materials | — | — | — | — | |
| 8.09% | Equity | Energy | — | — | — | — | |
| 6.89% | Equity | Materials | — | — | — | — | |
| 5.15% | Equity | Materials | — | — | — | — | |
| 4.67% | Equity | Energy | — | — | — | — | |
| 4.67% | Equity | Energy | — | — | — | — | |
| 4.24% | Equity | Materials | — | — | — | — | |
| 3.91% | Equity | Materials | — | — | — | — | |
| 3.22% | Equity | Materials | — | — | — | — | |
| 3.10% | Equity | Materials | — | — | — | — |
