Portfolio
Jun 30, 2026- Stock100.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
49%
6%
0%
28%
14%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 67.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 24.13% | Equity | Energy | Large Value | — | — | — | |
| 12.75% | Equity | Energy | Large Value | — | — | — | |
| 6.05% | Equity | Energy | Large Value | — | — | — | |
| 4.14% | Equity | Energy | Large Blend | — | — | — | |
| 3.88% | Equity | Energy | Large Blend | — | — | — | |
| 3.65% | Equity | Materials | Large Blend | — | — | — | |
| 3.34% | Equity | Energy | Large Value | — | — | — | |
| 3.22% | Equity | Energy | Large Blend | — | — | — | |
| 3.13% | Equity | Energy | Large Blend | — | — | — | |
| 2.68% | Equity | Energy | Large Blend | — | — | — |
