Composition
Weight by sector
Technology
21%
Healthcare
19.47%
Financial Services
15%
Industrials
12.25%
Consumer Cyclical
8.97%
Realestate
8.43%
Communication Services
6.17%
Consumer Defensive
3.53%
Utilities
2.18%
Basic Materials
1.61%
Energy
1.40%
Asset allocation
Stocks
50.35%
Bonds
28.72%
Cash
10.59%
Top 10 holdings (6.57% of total assets)
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/mutual_funds/world/composition
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Ultra plan (individual) and the Enterprise plan (business) and above.