Composition
Weight by sector
Financial Services
20.22%
Healthcare
15.39%
Technology
12.46%
Consumer Defensive
9.66%
Utilities
9.65%
Industrials
9.59%
Energy
8.38%
Consumer Cyclical
5.02%
Realestate
4%
Communication Services
2.89%
Basic Materials
2.75%
Asset allocation
Bonds
61.05%
Stocks
37.25%
Cash
1.70%
Top 10 holdings (8.05% 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.