Portfolio
Sep 18, 2026- Stock97.58%
- Cash2.42%
Morningstar style box
Sep 18, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 2 Holdings Weight: 100.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 97.58% | Equity | Energy | Large Value | — | — | — | |
2  BNY Dreyfus Treasury Secs Csh Mgmt Inst | 2.49% | — | — | — | — | — | — |
