Portfolio
Aug 17, 2026- Stock99.77%
- Cash0.23%
Morningstar style box
Aug 18, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
0%
0%
1%
78%
20%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 8.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.05% | Equity | Information Technology | Small Value | — | — | — | |
| 1.04% | Equity | Industrials | Mid Value | — | — | — | |
| 1.01% | Equity | Energy | Large Blend | — | — | — | |
| 0.92% | Equity | Health Care | Mid Value | — | — | — | |
| 0.88% | Equity | Energy | Mid Blend | — | — | — | |
| 0.86% | Equity | Energy | Small Blend | — | — | — | |
| 0.80% | Equity | Communication Services | Small Value | — | — | — | |
| 0.79% | Equity | Energy | Mid Blend | — | — | — | |
| 0.73% | Equity | Information Technology | Mid Value | — | — | — | |
| 0.71% | Equity | Financials | Small Value | — | — | — |
