Composition
Weight by sector
Technology
28.97%
Financial Services
17.80%
Industrials
10.95%
Consumer Cyclical
9.96%
Healthcare
9.55%
Communication Services
8.64%
Consumer Defensive
4.68%
Basic Materials
3.19%
Energy
2.71%
Utilities
2.07%
Realestate
1.48%
Asset allocation
Stocks
50.38%
Bonds
48.72%
Cash
0.84%
Top 10 holdings (78.74% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.