Portfolio
Sep 20, 2026- Stock99.74%
- Cash0.26%
Morningstar style box
Sep 21, 2026Current style: Mid Value
Large
Mid
Small
8%
0%
8%
32%
21%
7%
8%
12%
4%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 20, 2026Top 10 Holdings Weight: 58.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.25% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 7.87% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.64% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.25% | Equity | Industrials | Large Blend | — | — | — | |
| 6.70% | Equity | Industrials | Large Value | — | — | — | |
| 4.28% | Equity | Industrials | Large Value | — | — | — | |
| 4.28% | Equity | Industrials | Large Value | — | — | — | |
| 4.09% | Equity | Industrials | Large Value | — | — | — | |
| 4.01% | Equity | Industrials | Large Blend | — | — | — | |
| 3.74% | Equity | Industrials | Large Value | — | — | — |
