Portfolio
Sep 11, 2026- Stock99.52%
- Cash0.48%
Morningstar style box
Sep 11, 2026Current style: Mid Value
Large
Mid
Small
17%
6%
0%
43%
22%
4%
4%
1%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 52.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.05% | Equity | Utilities | Large Blend | — | — | — | |
| 6.32% | Equity | Utilities | Large Value | — | — | — | |
| 5.98% | Equity | Utilities | Large Value | — | — | — | |
| 5.87% | Equity | Utilities | Large Blend | — | — | — | |
| 5.11% | Equity | Industrials | Large Blend | — | — | — | |
| 4.32% | Equity | Utilities | Large Value | — | — | — | |
| 3.64% | Equity | Utilities | Large Value | — | — | — | |
| 3.50% | Equity | Utilities | Large Value | — | — | — | |
| 3.21% | Equity | Utilities | Large Blend | — | — | — | |
| 3.10% | Equity | Utilities | Large Value | — | — | — |
