Portfolio
Sep 11, 2026- Stock99.73%
- Cash0.27%
Morningstar style box
Sep 14, 2026Current style: Small Blend
Large
Mid
Small
0%
1%
2%
2%
5%
7%
35%
33%
16%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 10.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.12% | Equity | Communication Services | Large Blend | — | — | — | |
| 1.11% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 1.06% | Equity | Information Technology | Mid Value | — | — | — | |
| 1.01% | Equity | Financials | Large Value | — | — | — | |
| 1.01% | Equity | Financials | Large Value | — | — | — | |
| 1.00% | Equity | Information Technology | Mid Value | — | — | — | |
| 0.98% | Equity | Financials | Mid Value | — | — | — | |
| 0.92% | Equity | Information Technology | Large Blend | — | — | — | |
| 0.91% | Equity | Financials | Mid Value | — | — | — | |
| 0.88% | Equity | Financials | Mid Blend | — | — | — |
