Portfolio
Aug 31, 2026- Stock99.62%
- Cash0.38%
Morningstar style box
Aug 31, 2026Current style: Large Value
Large
Mid
Small
58%
0%
0%
24%
16%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 31, 2026Top 10 Holdings Weight: 77.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 22.96% | Equity | Energy | Large Value | — | — | — | |
| 14.69% | Equity | Energy | Large Value | — | — | — | |
| 6.68% | Equity | Energy | Large Blend | — | — | — | |
| 6.42% | Equity | Energy | Large Value | — | — | — | |
| 5.29% | Equity | Energy | Large Value | — | — | — | |
| 4.95% | Equity | Energy | Large Blend | — | — | — | |
| 4.62% | Equity | Energy | Large Blend | — | — | — | |
| 4.30% | Equity | Energy | Large Value | — | — | — | |
| 3.92% | Equity | Energy | Large Blend | — | — | — | |
| 3.86% | Equity | Energy | Large Blend | — | — | — |
