Portfolio
Aug 20, 2026- Stock100.00%
Morningstar style box
Aug 20, 2026Current style: Mid Value
Large
Mid
Small
11%
20%
0%
22%
41%
3%
1%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 54.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.49% | Equity | Utilities | Large Value | — | — | — | |
| 7.21% | Equity | Utilities | Large Value | — | — | — | |
| 7.09% | Equity | Utilities | Large Blend | — | — | — | |
| 6.37% | Equity | Utilities | Large Value | — | — | — | |
| 5.00% | Equity | Utilities | Large Value | — | — | — | |
| 4.78% | Equity | Energy | Large Blend | — | — | — | |
| 4.48% | Equity | Energy | Large Blend | — | — | — | |
| 4.23% | Equity | Energy | Large Blend | — | — | — | |
| 3.80% | Equity | Utilities | Large Value | — | — | — | |
| 3.79% | Equity | Energy | Large Blend | — | — | — |
