Composition
Weight by sector
Financial Services
37.03%
Industrials
12.79%
Consumer Cyclical
12.29%
Technology
11.01%
Healthcare
6.20%
Energy
5.13%
Utilities
4.03%
Communication Services
3.59%
Basic Materials
3.40%
Consumer Defensive
3.39%
Realestate
1.14%
Asset allocation
Stocks
76.30%
Bonds
16.32%
Cash
7.38%
Top 10 holdings (31.87% 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.