Portfolio
Jun 30, 2026- Stock98.50%
- Cash2.24%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
18%
56%
9%
2%
8%
7%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 46.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.86% | Equity | Materials | — | — | — | — | |
| 5.75% | Equity | Materials | — | — | — | — | |
| 4.96% | Equity | Materials | — | — | — | — | |
| 3.95% | Equity | Materials | — | — | — | — | |
| 3.85% | Equity | Materials | — | — | — | — | |
| 3.32% | Equity | Industrials | — | — | — | — | |
| 3.26% | Equity | Materials | — | — | — | — | |
| 2.94% | Equity | Materials | — | — | — | — | |
| 2.90% | Equity | Materials | — | — | — | — | |
| 2.81% | Equity | Materials | — | — | — | — |
