Composition
Weight by sector
Healthcare
26.21%
Financial Services
17.31%
Technology
16.96%
Industrials
15.22%
Basic Materials
7.74%
Consumer Cyclical
6.05%
Consumer Defensive
4.92%
Communication Services
3.89%
Realestate
0.82%
Utilities
0.56%
Energy
0.32%
Asset allocation
Stocks
41.88%
Bonds
37.64%
Cash
6.24%
Top 10 holdings (22.64% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.