Portfolio
Aug 25, 2026- Stock99.97%
- Cash0.03%
Morningstar style box
Aug 25, 2026Current style: Mid Value
Large
Mid
Small
28%
7%
0%
37%
22%
5%
2%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 58.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.07% | Equity | Utilities | Large Blend | — | — | — | |
| 7.58% | Equity | Utilities | Large Value | — | — | — | |
| 7.10% | Equity | Utilities | Large Value | — | — | — | |
| 6.50% | Equity | Utilities | Large Blend | — | — | — | |
| 4.92% | Equity | Utilities | Large Value | — | — | — | |
| 4.36% | Equity | Utilities | Large Value | — | — | — | |
| 4.13% | Equity | Utilities | Large Value | — | — | — | |
| 3.59% | Equity | Utilities | Large Value | — | — | — | |
| 3.58% | Equity | Utilities | Large Value | — | — | — | |
| 3.37% | Equity | Utilities | Large Value | — | — | — |
