Composition
Weight by sector
Technology
20.80%
Industrials
15.74%
Financial Services
14.90%
Healthcare
10.44%
Consumer Cyclical
9.61%
Communication Services
7.63%
Utilities
6.47%
Consumer Defensive
6.39%
Basic Materials
5.01%
Energy
3.02%
Asset allocation
Bonds
50.24%
Stocks
39.97%
Cash
8.21%
Top 10 holdings (5.73% 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.