Portfolio
Aug 24, 2026- Stock99.53%
- Cash0.47%
Morningstar style box
Aug 24, 2026Current style: Mid Value
Large
Mid
Small
24%
11%
0%
32%
23%
6%
4%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 51.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.07% | Equity | Utilities | Large Blend | — | — | — | |
| 6.41% | Equity | Utilities | Large Value | — | — | — | |
| 5.99% | Equity | Utilities | Large Value | — | — | — | |
| 5.53% | Equity | Utilities | Large Blend | — | — | — | |
| 5.31% | Equity | Industrials | Large Blend | — | — | — | |
| 4.19% | Equity | Utilities | Large Value | — | — | — | |
| 3.70% | Equity | Utilities | Large Value | — | — | — | |
| 3.49% | Equity | Utilities | Large Value | — | — | — | |
| 3.05% | Equity | Utilities | Large Value | — | — | — | |
| 3.04% | Equity | Utilities | Large Value | — | — | — |
