Composition
Weight by sector
Financial Services
22.58%
Technology
19.31%
Industrials
13.55%
Consumer Cyclical
8.61%
Healthcare
7.53%
Energy
6.22%
Basic Materials
5.69%
Communication Services
5.65%
Consumer Defensive
5.08%
Utilities
3.65%
Realestate
2.13%
Asset allocation
Stocks
60.14%
Bonds
30.32%
Cash
6.32%
Top 10 holdings (10.82% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.