Composition
Weight by sector
Financial Services
33.48%
Technology
12.89%
Healthcare
11.09%
Energy
11.01%
Industrials
6.67%
Consumer Defensive
6.42%
Consumer Cyclical
6.35%
Utilities
5.60%
Communication Services
4.54%
Basic Materials
1.97%
Asset allocation
Bonds
70.41%
Stocks
18.93%
Cash
10.07%
Top 10 holdings (2.16% 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.