Composition
Weight by sector
Financial Services
22.86%
Technology
18.15%
Industrials
11.67%
Healthcare
9.87%
Consumer Cyclical
9.26%
Consumer Defensive
7.61%
Communication Services
7.20%
Energy
6.05%
Basic Materials
3.08%
Utilities
3.05%
Realestate
1.20%
Asset allocation
Stocks
48.42%
Bonds
45.85%
Cash
4.16%
Top 10 holdings (97.58% 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.