Portfolio
Sep 11, 2026- Stock98.45%
- Cash1.55%
Morningstar style box
Sep 14, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 2 Holdings Weight: 99.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 98.45% | Equity | Energy | Large Value | — | — | — | |
2  BNY Dreyfus Treasury Secs Csh Mgmt Inst | 1.15% | — | — | — | — | — | — |
