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Portfolio
Aug 31, 2022- Bond74.72%
- Stock49.03%
- Cash6.11%
- Convertible0.90%
- Bond
- 74.72%
- Stock
- 49.03%
- Cash
- 6.11%
- Convertible
- 0.90%
Morningstar style box
Aug 31, 2022Current style: Large Value
Large
Mid
Small
25%
26%
0%
11%
36%
0%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 31, 2022Top 10 Holdings Weight: 30.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Franklin IFT Money Market | 4.91% | — | — | — | — | — | — |
| 4.82% | Equity | Utilities | Large Blend | — | — | — | |
| 3.66% | Equity | Utilities | Large Value | — | — | — | |
| 3.21% | Equity | Utilities | Large Value | — | — | — | |
| 2.62% | Equity | Utilities | Large Blend | — | — | — | |
| 2.59% | Equity | Utilities | Large Value | — | — | — | |
| 2.43% | Equity | Utilities | Large Value | — | — | — | |
| 2.40% | Equity | Utilities | Large Value | — | — | — | |
| 2.11% | Equity | Utilities | Large Value | — | — | — | |
| 2.01% | Equity | Utilities | Large Value | — | — | — |










