Composition
Weight by sector
Financial Services
38.73%
Technology
10.55%
Healthcare
9.63%
Energy
9.08%
Basic Materials
8.12%
Industrials
6.75%
Consumer Cyclical
5.17%
Consumer Defensive
5.14%
Utilities
4.42%
Realestate
2.42%
Asset allocation
Stocks
48.53%
Bonds
33.70%
Cash
6.90%
Top 10 holdings (20.01% of total assets)
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/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.