Portfolio
Sep 11, 2026- Stock100.00%
Morningstar style box
Sep 11, 2026Current style: Mid Value
Large
Mid
Small
16%
6%
0%
24%
48%
1%
1%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 54.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.76% | Equity | Utilities | Large Value | — | — | — | |
| 7.65% | Equity | Utilities | Large Value | — | — | — | |
| 6.36% | Equity | Utilities | Large Value | — | — | — | |
| 5.26% | Equity | Utilities | Large Blend | — | — | — | |
| 5.26% | Equity | Energy | Large Blend | — | — | — | |
| 5.04% | Equity | Utilities | Large Value | — | — | — | |
| 4.47% | Equity | Energy | Large Blend | — | — | — | |
| 4.12% | Equity | Energy | Large Blend | — | — | — | |
| 4.01% | Equity | Energy | Large Blend | — | — | — | |
| 3.81% | Equity | Utilities | Large Value | — | — | — |
