Portfolio
Sep 15, 2026- Stock100.00%
Morningstar style box
Sep 16, 2026Current style: Large Value
Large
Mid
Small
48%
0%
0%
36%
11%
2%
2%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 67.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.43% | Equity | Energy | Large Value | — | — | — | |
| 14.91% | Equity | Energy | Large Value | — | — | — | |
| 6.50% | Equity | Energy | Large Value | — | — | — | |
| 5.44% | Equity | Energy | Large Value | — | — | — | |
| 4.73% | Equity | Energy | Large Blend | — | — | — | |
| 4.41% | Equity | Energy | Large Value | — | — | — | |
| 4.40% | Equity | Energy | Large Blend | — | — | — | |
| 4.30% | Equity | Energy | Large Value | — | — | — | |
| 3.54% | Equity | Energy | Large Value | — | — | — | |
| 3.52% | Equity | Energy | Large Blend | — | — | — |
