Portfolio
Aug 20, 2026- Stock99.81%
- Cash0.19%
Morningstar style box
Aug 20, 2026Current style: Small Blend
Large
Mid
Small
0%
2%
1%
3%
5%
8%
34%
32%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 10.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.13% | Equity | Energy | Large Blend | — | — | — | |
| 1.09% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 1.09% | Equity | Communication Services | Large Blend | — | — | — | |
| 0.99% | Equity | Health Care | Large Value | — | — | — | |
| 0.97% | Equity | Information Technology | Mid Value | — | — | — | |
| 0.97% | Equity | Financials | Mid Value | — | — | — | |
| 0.96% | Equity | Financials | Large Value | — | — | — | |
| 0.94% | Equity | Financials | Large Value | — | — | — | |
| 0.93% | Equity | Information Technology | Mid Value | — | — | — | |
| 0.90% | Equity | Financials | Mid Blend | — | — | — |
