Portfolio
Aug 31, 2026- Stock99.94%
- Cash0.06%
Morningstar style box
Sep 1, 2026Current style: Small Blend
Large
Mid
Small
5%
1%
0%
5%
7%
6%
16%
29%
30%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 31, 2026Top 10 Holdings Weight: 21.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 2.65% | Equity | Health Care | Small Blend | — | — | — | |
| 2.48% | Equity | Health Care | Small Blend | — | — | — | |
| 2.26% | Equity | Health Care | Small Growth | — | — | — | |
| 2.17% | Equity | Health Care | Small Blend | — | — | — | |
| 2.15% | Equity | Health Care | Mid Growth | — | — | — | |
| 2.04% | Equity | Health Care | Mid Value | — | — | — | |
| 2.02% | Equity | Health Care | Mid Blend | — | — | — | |
| 2.01% | Equity | Health Care | Mid Value | — | — | — | |
| 1.97% | Equity | Health Care | Small Blend | — | — | — | |
| 1.95% | Equity | Health Care | Mid Blend | — | — | — |
