Composition
Weight by sector
Financial Services
23.02%
Technology
15.93%
Consumer Cyclical
15.10%
Industrials
14.87%
Energy
10.42%
Basic Materials
7.06%
Healthcare
6.14%
Consumer Defensive
3.79%
Communication Services
2.43%
Realestate
0.71%
Utilities
0.52%
Asset allocation
Stocks
57.76%
Bonds
27.89%
Cash
2.91%
Top 10 holdings (99.99% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.