Portfolio
Sep 15, 2026- Stock99.85%
- Cash0.15%
Morningstar style box
Sep 15, 2026Current style: Large Value
Large
Mid
Small
49%
33%
5%
7%
6%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 54.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.13% | Equity | Financials | Large Blend | — | — | — | |
| 8.93% | Equity | Industrials | Large Blend | — | — | — | |
| 5.66% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.31% | Equity | Financials | Large Value | — | — | — | |
| 4.28% | Equity | Health Care | Large Value | — | — | — | |
| 4.28% | Equity | Health Care | Large Blend | — | — | — | |
| 4.28% | Equity | Financials | Large Blend | — | — | — | |
| 4.02% | Equity | Financials | Large Value | — | — | — | |
| 3.93% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.77% | Equity | Information Technology | Large Blend | — | — | — |
