Composition
Weight by sector
Financial Services
36.69%
Consumer Cyclical
12.96%
Industrials
11.91%
Technology
10.76%
Healthcare
7.37%
Energy
5.70%
Consumer Defensive
4.06%
Communication Services
3.65%
Basic Materials
3.63%
Utilities
2.12%
Realestate
1.15%
Asset allocation
Stocks
74.68%
Bonds
16.01%
Cash
9.31%
Top 10 holdings (31.82% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.