Portfolio
Aug 31, 2026- Stock99.30%
- Cash0.51%
- Other0.18%
Morningstar style box
Aug 31, 2026Current style: Mid Value
Large
Mid
Small
10%
23%
2%
8%
32%
8%
6%
8%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 31, 2026Top 10 Holdings Weight: 57.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.57% | Equity | Materials | Large Blend | — | — | — | |
| 8.58% | Equity | Materials | Large Blend | — | — | — | |
| 7.00% | Equity | Materials | Large Blend | — | — | — | |
| 4.97% | Equity | Materials | Large Blend | — | — | — | |
| 4.61% | Equity | Materials | Large Blend | — | — | — | |
| 4.14% | Equity | Materials | Large Value | — | — | — | |
| 4.05% | Equity | Materials | Large Value | — | — | — | |
| 3.64% | Equity | Materials | Large Value | — | — | — | |
| 3.57% | Equity | Materials | Large Blend | — | — | — | |
| 2.25% | Equity | Materials | Large Value | — | — | — |
