Portfolio
Sep 11, 2026- Stock99.68%
- Cash0.32%
Morningstar style box
Sep 11, 2026Current style: Small Value
Large
Mid
Small
17%
0%
0%
22%
5%
2%
42%
10%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 31.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.93% | Equity | Energy | Large Blend | — | — | — | |
| 3.30% | Equity | Energy | Mid Blend | — | — | — | |
| 3.25% | Equity | Energy | Large Blend | — | — | — | |
| 3.23% | Equity | Energy | Large Blend | — | — | — | |
| 3.21% | Equity | Energy | Large Blend | — | — | — | |
| 3.14% | Equity | Energy | Mid Blend | — | — | — | |
| 3.05% | Equity | Energy | Large Blend | — | — | — | |
| 2.77% | Equity | Energy | Mid Value | — | — | — | |
| 2.67% | Equity | Energy | Mid Blend | — | — | — | |
| 2.57% | Equity | Energy | Large Value | — | — | — |
