Portfolio
Jul 31, 2026- Stock97.86%
- Cash2.14%
Morningstar style box
Jul 31, 2026Current style: Small Blend
Large
Mid
Small
0%
0%
0%
1%
1%
2%
37%
37%
22%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jul 31, 2026Top 10 Holdings Weight: 11.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  JPMorgan US Government MMkt Capital | 2.14% | — | — | — | — | — | — |
| 1.19% | Equity | Health Care | Mid Value | — | — | — | |
| 1.07% | Equity | Financials | Mid Value | — | — | — | |
| 0.99% | Equity | Energy | Small Blend | — | — | — | |
| 0.98% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 0.97% | Equity | Financials | Mid Blend | — | — | — | |
| 0.97% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 0.96% | Equity | Materials | Mid Blend | — | — | — | |
| 0.96% | Equity | Health Care | Mid Blend | — | — | — | |
| 0.95% | Equity | Health Care | Mid Growth | — | — | — |
