Composition
Weight by sector
Financial Services
20.25%
Consumer Cyclical
13.37%
Industrials
13.28%
Healthcare
12.22%
Utilities
9.80%
Energy
8.20%
Basic Materials
6.23%
Communication Services
4.94%
Consumer Defensive
4.69%
Technology
4.68%
Realestate
2.34%
Asset allocation
Stocks
88.01%
Cash
11.98%
Top 10 holdings (36.30% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.