Composition
Weight by sector
Financial Services
24.14%
Industrials
20.65%
Healthcare
12.55%
Technology
8.45%
Consumer Cyclical
8.16%
Consumer Defensive
7.87%
Basic Materials
5.36%
Utilities
4.46%
Communication Services
3.87%
Energy
3.65%
Realestate
0.85%
Asset allocation
Stocks
52.82%
Bonds
48.10%
Cash
-1.40%
Top 10 holdings (8.21% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.