Portfolio
Sep 15, 2026- Stock99.92%
- Cash0.08%
Morningstar style box
Sep 15, 2026Current style: Large Value
Large
Mid
Small
54%
15%
0%
20%
7%
0%
4%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 41.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.76% | Equity | Health Care | Large Blend | — | — | — | |
| 4.46% | Equity | Health Care | Large Value | — | — | — | |
| 4.27% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.25% | Equity | Health Care | Large Blend | — | — | — | |
| 4.21% | Equity | Energy | Large Value | — | — | — | |
| 4.14% | Equity | Communication Services | Large Value | — | — | — | |
| 4.13% | Equity | Energy | Large Value | — | — | — | |
| 3.93% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 3.83% | Equity | Health Care | Large Value | — | — | — | |
| 3.74% | Equity | Consumer Discretionary | Large Blend | — | — | — |
