Portfolio
Jun 30, 2026- Stock99.29%
- Cash0.72%
- Convertible0.09%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
17%
48%
10%
6%
12%
8%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 42.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.61% | Equity | Materials | — | — | — | — | |
| 6.78% | Equity | Materials | — | — | — | — | |
| 5.38% | Equity | Materials | — | — | — | — | |
| 4.20% | Equity | Materials | — | — | — | — | |
| 3.27% | Equity | Materials | — | — | — | — | |
| 3.24% | Equity | Industrials | — | — | — | — | |
| 2.89% | Equity | Materials | — | — | — | — | |
| 2.80% | Equity | Materials | — | — | — | — | |
| 2.78% | Equity | Materials | — | — | — | — | |
| 2.32% | Equity | Materials | — | — | — | — |
