Portfolio
Sep 29, 2026- Stock97.02%
- Cash1.75%
- Other1.23%
Morningstar style box
Sep 29, 2026Current style: Large Growth
Large
Mid
Small
5%
28%
41%
1%
2%
22%
0%
2%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 29, 2026Top 10 Holdings Weight: 55.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.95% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.62% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.33% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.25% | Equity | Communication Services | Large Growth | — | — | — | |
| 5.94% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.35% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.92% | Equity | Health Care | Large Blend | — | — | — | |
| 2.73% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.71% | Equity | Health Care | Large Growth | — | — | — | |
| 2.70% | Equity | Information Technology | Large Growth | — | — | — |
