Portfolio
Jun 30, 2026- Stock99.00%
- Cash0.86%
- Convertible0.13%
- Other0.01%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
26%
30%
19%
10%
12%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 43.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.21% | Equity | Materials | — | — | — | — | |
| 6.14% | Equity | Materials | — | — | — | — | |
| 4.71% | Equity | Materials | — | — | — | — | |
| 4.58% | Equity | Materials | — | — | — | — | |
| 3.84% | Equity | Materials | — | — | — | — | |
| 3.67% | Equity | Materials | — | — | — | — | |
| 3.49% | Equity | Materials | — | — | — | — | |
| 3.15% | Equity | Materials | — | — | — | — | |
| 2.86% | Equity | Materials | — | — | — | — | |
| 2.76% | Equity | Materials | — | — | — | — |
