Portfolio
Aug 21, 2026- Stock97.55%
- Cash2.45%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
41%
15%
2%
21%
21%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 31.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.80% | Equity | Communication Services | Large Value | — | — | — | |
| 3.72% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.66% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.45% | Equity | Financials | Large Value | — | — | — | |
| 3.15% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.88% | Equity | Financials | Large Value | — | — | — | |
| 2.79% | Equity | Financials | Large Value | — | — | — | |
| 2.62% | Equity | Health Care | Large Value | — | — | — | |
| 2.60% | Equity | Energy | Large Value | — | — | — | |
| 2.60% | Equity | Financials | Large Value | — | — | — |
