Composition
Weight by sector
Financial Services
28.82%
Consumer Cyclical
17.02%
Healthcare
15.80%
Industrials
10.66%
Technology
8.85%
Consumer Defensive
7.54%
Basic Materials
5.01%
Communication Services
2.96%
Energy
2.43%
Utilities
0.91%
Asset allocation
Stocks
92.48%
Cash
7.52%
Top 10 holdings (33.31% of total assets)
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/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.