Portfolio
Aug 25, 2026- Stock99.71%
- Other0.16%
- Cash0.12%
Morningstar style box
Aug 25, 2026Current style: Mid Value
Large
Mid
Small
35%
4%
0%
23%
25%
5%
3%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 37.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.66% | Equity | Information Technology | Large Value | — | — | — | |
| 4.09% | Equity | Industrials | Large Blend | — | — | — | |
| 4.08% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.92% | Equity | Industrials | Large Value | — | — | — | |
| 3.65% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.42% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 3.30% | Equity | Financials | Large Value | — | — | — | |
| 3.24% | Equity | Information Technology | Mid Value | — | — | — | |
| 3.09% | Equity | Consumer Staples | Large Value | — | — | — | |
| 2.89% | Equity | Consumer Staples | Large Value | — | — | — |
