Portfolio
Sep 17, 2026- Stock99.87%
- Cash0.13%
Morningstar style box
Sep 17, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
0%
1%
0%
59%
33%
7%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 9.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.14% | Equity | Communication Services | Mid Value | — | — | — | |
| 1.05% | Equity | Industrials | Mid Blend | — | — | — | |
| 1.01% | Equity | Financials | Mid Value | — | — | — | |
| 0.94% | Equity | Energy | Mid Blend | — | — | — | |
| 0.92% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 0.84% | Equity | Materials | Mid Value | — | — | — | |
| 0.81% | Equity | Consumer Staples | Large Value | — | — | — | |
| 0.80% | Equity | Financials | Large Value | — | — | — | |
| 0.79% | Equity | Industrials | Mid Value | — | — | — | |
| 0.73% | Equity | Consumer Discretionary | Large Value | — | — | — |
