Portfolio
Jun 30, 2026- Stock97.89%
- Cash2.18%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
60%
0%
0%
35%
2%
0%
3%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 25.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 2.83% | Equity | Financials | — | — | — | — | |
| 2.69% | Equity | Financials | — | — | — | — | |
| 2.66% | Equity | Financials | — | — | — | — | |
| 2.62% | Equity | Financials | — | — | — | — | |
| 2.48% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.44% | Equity | Financials | — | — | — | — | |
| 2.39% | Equity | Industrials | — | — | — | — | |
| 2.37% | Equity | Financials | — | — | — | — | |
| 2.28% | Equity | Industrials | — | — | — | — | |
| 2.25% | Equity | Financials | — | — | — | — |
