Composition
Weight by sector
Financial Services
28.64%
Technology
15.89%
Industrials
12.40%
Healthcare
8.79%
Basic Materials
8.35%
Consumer Cyclical
7.15%
Consumer Defensive
5.30%
Energy
5.11%
Utilities
4.09%
Communication Services
2.83%
Realestate
1.45%
Asset allocation
Stocks
53.13%
Bonds
33.73%
Cash
7.78%
Top 10 holdings (95.16% 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.