Portfolio
Mar 31, 2026- Stock99.45%
- Cash0.55%
Morningstar style box
Mar 31, 2026Current style: Large Value
Large
Mid
Small
39%
16%
9%
10%
9%
8%
0%
4%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Mar 31, 2026Top 10 Holdings Weight: 48.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.62% | Equity | Energy | Large Value | — | — | — | |
| 7.07% | Equity | Energy | Large Value | — | — | — | |
| 6.09% | Equity | Energy | Large Blend | — | — | — | |
| 4.67% | Equity | Energy | Large Blend | — | — | — | |
| 4.33% | Equity | Energy | Large Blend | — | — | — | |
| 4.09% | Equity | Energy | Large Value | — | — | — | |
| 4.02% | Equity | Energy | Large Blend | — | — | — | |
| 3.68% | Equity | Energy | Large Value | — | — | — | |
| 3.68% | Equity | Energy | Large Value | — | — | — | |
| 3.50% | Equity | Information Technology | Large Blend | — | — | — |
