Portfolio
Sep 24, 2026- Stock99.68%
- Cash1.61%
- Other0.00%
Morningstar style box
Sep 24, 2026Current style: Mid Value
Large
Mid
Small
18%
6%
0%
45%
15%
3%
7%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 24, 2026Top 10 Holdings Weight: 52.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.46% | Equity | Utilities | Large Value | — | — | — | |
| 6.79% | Equity | Utilities | Large Value | — | — | — | |
| 6.41% | Equity | Utilities | Large Value | — | — | — | |
| 5.94% | Equity | Utilities | Large Blend | — | — | — | |
| 4.65% | Equity | Utilities | Large Value | — | — | — | |
| 3.86% | Equity | Utilities | Large Value | — | — | — | |
| 3.69% | Equity | Utilities | Large Value | — | — | — | |
| 3.38% | Equity | Utilities | Large Blend | — | — | — | |
| 3.33% | Equity | Utilities | Large Value | — | — | — | |
| 3.15% | Equity | Utilities | Large Value | — | — | — |
