Composition
Weight by sector
Technology
29.78%
Financial Services
14.08%
Consumer Cyclical
11.25%
Industrials
9.84%
Communication Services
9.53%
Healthcare
7.91%
Consumer Defensive
4.89%
Basic Materials
4.77%
Energy
3.17%
Utilities
2.90%
Realestate
1.87%
Asset allocation
Bonds
46.63%
Stocks
32.41%
Cash
13.96%
Top 10 holdings (4.82% of total assets)
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/mutual_funds/world/composition
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Ultra plan (individual) and the Enterprise plan (business) and above.