Composition
Weight by sector
Financial Services
22.64%
Technology
20.20%
Industrials
12.80%
Consumer Cyclical
8.92%
Healthcare
7.93%
Communication Services
6.06%
Basic Materials
5.92%
Energy
5.47%
Consumer Defensive
4.42%
Utilities
3.52%
Realestate
2.11%
Asset allocation
Stocks
58.99%
Bonds
33.68%
Cash
4.42%
Top 10 holdings (10.76% 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.