Composition
Weight by sector
Financial Services
21.22%
Technology
17.54%
Industrials
16.91%
Consumer Cyclical
11.84%
Healthcare
7.05%
Communication Services
6.97%
Basic Materials
5.57%
Energy
4.56%
Consumer Defensive
4.44%
Utilities
2.57%
Realestate
1.32%
Asset allocation
Bonds
45.61%
Stocks
43.34%
Cash
10.91%
Top 10 holdings (95.13% 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.