Portfolio
Sep 14, 2026- Stock95.33%
- Cash4.17%
- Other0.50%
Morningstar style box
Sep 14, 2026Current style: Large Blend
Large
Mid
Small
17%
49%
26%
2%
3%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 10 Holdings Weight: 32.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.14% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.76% | Equity | — | — | — | — | — | |
| 3.45% | Equity | Financials | Large Blend | — | — | — | |
| 3.43% | Equity | Financials | Large Value | — | — | — | |
| 2.88% | Equity | Industrials | Large Value | — | — | — | |
| 2.78% | Equity | Materials | Large Growth | — | — | — | |
| 2.72% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.65% | Equity | Communication Services | Large Value | — | — | — | |
| 2.62% | Equity | Health Care | Large Blend | — | — | — | |
| 2.58% | Equity | Financials | Large Value | — | — | — |
