Composition
Weight by sector
Realestate
26.28%
Financial Services
16.69%
Industrials
11.78%
Consumer Defensive
8.50%
Consumer Cyclical
7.99%
Utilities
6.06%
Healthcare
5.15%
Technology
5.11%
Energy
4.82%
Basic Materials
3.97%
Communication Services
3.65%
Asset allocation
Stocks
55.29%
Bonds
25.26%
Cash
3.45%
Top 10 holdings (7.77% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.