Portfolio
Sep 13, 2026- Stock99.84%
- Cash0.16%
Morningstar style box
Sep 14, 2026Current style: Small Value
Large
Mid
Small
8%
0%
0%
36%
0%
0%
51%
6%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 13, 2026Top 10 Holdings Weight: 41.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.80% | Equity | Energy | Large Value | — | — | — | |
| 4.53% | Equity | Energy | Large Value | — | — | — | |
| 4.35% | Equity | Energy | Large Value | — | — | — | |
| 4.32% | Equity | Energy | Mid Blend | — | — | — | |
| 4.15% | Equity | Energy | Large Blend | — | — | — | |
| 4.08% | Equity | Energy | Large Value | — | — | — | |
| 4.03% | Equity | Energy | Large Value | — | — | — | |
| 3.98% | Equity | Energy | Large Blend | — | — | — | |
| 3.83% | Equity | Energy | Large Value | — | — | — | |
| 3.73% | Equity | Energy | Large Value | — | — | — |
