Composition
Weight by sector
Healthcare
15.95%
Energy
15.76%
Technology
12.43%
Consumer Cyclical
11.10%
Communication Services
10.74%
Industrials
10.65%
Financial Services
7.99%
Utilities
7.35%
Basic Materials
4.54%
Consumer Defensive
2.16%
Realestate
1.33%
Asset allocation
Stocks
46.98%
Bonds
32.78%
Cash
3.73%
Top 10 holdings (15.35% 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.