Composition
Weight by sector
Financial Services
28.76%
Consumer Cyclical
16.38%
Technology
11.89%
Communication Services
10.26%
Industrials
9.52%
Basic Materials
7.60%
Healthcare
4.63%
Consumer Defensive
3.95%
Utilities
3.44%
Energy
3.07%
Realestate
0.50%
Asset allocation
Bonds
58.39%
Stocks
32.21%
Cash
1.57%
Top 10 holdings (3.91% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.