Portfolio
May 31, 2026- Stock96.71%
- Cash3.00%
- Other0.28%
Morningstar style box
May 31, 2026Current style: Mid Blend
Large
Mid
Small
14%
19%
5%
9%
45%
5%
0%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
May 31, 2026Top 10 Holdings Weight: 37.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.83% | Equity | Utilities | Large Value | — | — | — | |
| 4.86% | Equity | Utilities | Large Blend | — | — | — | |
| 4.76% | Equity | Utilities | Large Value | — | — | — | |
| 4.07% | Equity | Utilities | Large Value | — | — | — | |
5  Iberdrola SA | 3.32% | — | — | — | — | — | — |
| 3.03% | Equity | Utilities | Large Value | — | — | — | |
| 2.93% | Equity | Utilities | Large Value | — | — | — | |
| 2.91% | Equity | Energy | Large Blend | — | — | — | |
| 2.89% | Equity | Energy | Large Blend | — | — | — | |
10 Transurban Group | 2.84% | — | — | — | — | — | — |
