Portfolio
Sep 16, 2026- Stock77.26%
- Bond20.07%
- Preferred2.29%
- Other0.25%
- Cash0.13%
Morningstar style box
Sep 16, 2026Current style: Large Value
Large
Mid
Small
34%
32%
8%
8%
12%
2%
0%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 16, 2026Top 10 Holdings Weight: 29.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.78% | Equity | Health Care | Large Blend | — | — | — | |
| 3.19% | Equity | Health Care | Large Blend | — | — | — | |
| 3.09% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.91% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.89% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.82% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.81% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.69% | Equity | Financials | Large Value | — | — | — | |
| 2.67% | Equity | Financials | Large Value | — | — | — | |
| 2.62% | Equity | Energy | Large Blend | — | — | — |
