Portfolio
Sep 14, 2026- Stock98.01%
- Cash1.85%
- Other0.13%
Morningstar style box
Sep 14, 2026Current style: Mid Value
Large
Mid
Small
17%
0%
0%
16%
48%
0%
10%
8%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 10 Holdings Weight: 61.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.13% | Equity | Energy | Large Blend | — | — | — | |
| 7.43% | Equity | Energy | Large Blend | — | — | — | |
| 7.34% | Equity | Energy | Large Blend | — | — | — | |
| 7.22% | Equity | Energy | Large Value | — | — | — | |
| 7.05% | Equity | Energy | Large Blend | — | — | — | |
| 6.46% | Equity | Energy | Large Value | — | — | — | |
| 5.73% | Equity | Energy | Large Blend | — | — | — | |
| 4.49% | Equity | Energy | Large Blend | — | — | — | |
| 4.07% | Equity | Energy | Large Value | — | — | — | |
| 3.87% | Equity | Energy | Large Value | — | — | — |
