Composition
Weight by sector
Financial Services
27.95%
Energy
11.95%
Consumer Cyclical
11.54%
Technology
9.80%
Industrials
8.77%
Basic Materials
8.27%
Consumer Defensive
7.08%
Communication Services
6.01%
Healthcare
5.17%
Utilities
3.46%
Asset allocation
Stocks
98.64%
Cash
1.36%
Top 10 holdings (51.81% 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.