Portfolio
Jul 31, 2026- Stock98.09%
- Cash1.83%
- Other0.08%
Morningstar style box
Jul 31, 2026Current style: Small Growth
Large
Mid
Small
0%
0%
0%
0%
0%
1%
14%
42%
44%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jul 31, 2026Top 10 Holdings Weight: 5.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 0.70% | Equity | Industrials | Large Blend | — | — | — | |
| 0.61% | Equity | Health Care | Large Growth | — | — | — | |
| 0.60% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.58% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 0.56% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.55% | Equity | Information Technology | Mid Growth | — | — | — | |
| 0.54% | Equity | Health Care | Small Growth | — | — | — | |
| 0.54% | Equity | Health Care | Mid Blend | — | — | — | |
| 0.53% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.53% | Equity | Financials | Mid Blend | — | — | — |
