Portfolio
Jun 30, 2026- Stock93.05%
- Cash6.32%
- Other0.63%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
65%
29%
3%
1%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 45.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.51% | Equity | Financials | Large Blend | — | — | — | |
| 7.56% | Equity | Communication Services | Large Blend | — | — | — | |
| 6.01% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.83% | Equity | Financials | Large Value | — | — | — | |
| 4.68% | Equity | Financials | Large Value | — | — | — | |
| 3.30% | Equity | Financials | Large Value | — | — | — | |
| 2.95% | Equity | Communication Services | Large Value | — | — | — | |
| 2.72% | Equity | Financials | Large Growth | — | — | — | |
| 2.44% | Equity | Information Technology | Large Value | — | — | — | |
| 2.37% | Equity | Consumer Discretionary | Large Value | — | — | — |
