Portfolio
Sep 15, 2026- Stock99.72%
- Cash0.15%
- Other0.13%
Morningstar style box
Sep 16, 2026Current style: Large Value
Large
Mid
Small
49%
15%
0%
10%
11%
5%
6%
4%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 48.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.57% | Equity | Financials | Large Value | — | — | — | |
| 8.35% | Equity | Financials | Large Value | — | — | — | |
| 7.01% | Equity | Financials | Large Blend | — | — | — | |
| 5.25% | Equity | Financials | Large Blend | — | — | — | |
| 4.28% | Equity | Financials | Large Value | — | — | — | |
| 3.15% | Equity | Financials | Large Blend | — | — | — | |
| 3.00% | Equity | Financials | Large Value | — | — | — | |
| 2.72% | Equity | Financials | Large Blend | — | — | — | |
| 2.58% | Equity | Financials | Large Value | — | — | — | |
| 1.98% | Equity | Financials | Large Blend | — | — | — |
