Portfolio
Oct 1, 2026- Stock99.69%
- Cash0.58%
- Other0.00%
Morningstar style box
Oct 1, 2026Current style: Mid Value
Large
Mid
Small
12%
0%
0%
52%
19%
6%
7%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 1, 2026Top 10 Holdings Weight: 52.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.49% | Equity | Utilities | Large Value | — | — | — | |
| 6.79% | Equity | Utilities | Large Value | — | — | — | |
| 6.40% | Equity | Utilities | Large Value | — | — | — | |
| 5.84% | Equity | Utilities | Large Blend | — | — | — | |
| 4.70% | Equity | Utilities | Large Value | — | — | — | |
| 3.86% | Equity | Utilities | Large Value | — | — | — | |
| 3.68% | Equity | Utilities | Large Value | — | — | — | |
| 3.40% | Equity | Utilities | Large Blend | — | — | — | |
| 3.38% | Equity | Utilities | Large Value | — | — | — | |
| 3.18% | Equity | Utilities | Large Value | — | — | — |
