Portfolio
Sep 30, 2026- Stock99.63%
- Cash0.37%
Morningstar style box
Sep 30, 2026Current style: Large Blend
Large
Mid
Small
24%
48%
15%
3%
8%
2%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 30, 2026Top 10 Holdings Weight: 45.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.15% | Equity | Financials | Large Value | — | — | — | |
| 6.52% | Equity | Financials | Large Value | — | — | — | |
| 6.02% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.83% | Equity | Financials | Large Value | — | — | — | |
| 3.74% | Equity | Financials | Large Value | — | — | — | |
| 3.40% | Equity | Energy | Large Blend | — | — | — | |
| 3.37% | Equity | Financials | Large Value | — | — | — | |
| 3.27% | Equity | Energy | Large Blend | — | — | — | |
| 3.12% | Equity | Materials | Large Growth | — | — | — | |
| 2.69% | Equity | Energy | Large Blend | — | — | — |
