Portfolio
Aug 27, 2026- Stock99.51%
- Cash0.48%
- Other0.01%
- Preferred0.00%
Morningstar style box
Aug 27, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
0%
0%
0%
50%
32%
18%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 5.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 0.65% | Equity | Health Care | Small Blend | — | — | — | |
| 0.61% | Equity | Health Care | Small Growth | — | — | — | |
| 0.60% | Equity | Information Technology | Mid Blend | — | — | — | |
| 0.58% | Equity | Health Care | Small Blend | — | — | — | |
| 0.52% | Equity | Information Technology | Small Growth | — | — | — | |
| 0.50% | Equity | Industrials | Mid Blend | — | — | — | |
| 0.49% | Equity | Health Care | Small Blend | — | — | — | |
| 0.47% | Equity | Health Care | Small Blend | — | — | — | |
| 0.44% | Equity | Health Care | Small Blend | — | — | — | |
| 0.43% | Equity | Industrials | Small Growth | — | — | — |
