Composition
Weight by sector
Financial Services
22.17%
Technology
19.63%
Industrials
13.16%
Consumer Cyclical
9.22%
Healthcare
9.12%
Communication Services
7.03%
Energy
5.59%
Consumer Defensive
5.17%
Basic Materials
4.44%
Utilities
2.78%
Realestate
1.70%
Asset allocation
Stocks
75.45%
Bonds
24.29%
Cash
0.21%
Top 10 holdings (7.43% 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.