Composition
Weight by sector
Technology
26.70%
Financial Services
16.71%
Industrials
12.47%
Consumer Cyclical
10.23%
Healthcare
9.19%
Communication Services
9.03%
Consumer Defensive
5.10%
Energy
3.13%
Basic Materials
3.10%
Utilities
3.06%
Realestate
1.27%
Asset allocation
Bonds
51.60%
Stocks
35.86%
Cash
5.23%
Top 10 holdings (12.72% 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.