Composition
Weight by sector
Financial Services
17.34%
Technology
15.13%
Basic Materials
13.99%
Industrials
12.14%
Energy
9.24%
Consumer Cyclical
8.61%
Consumer Defensive
7.94%
Communication Services
6.94%
Healthcare
3.71%
Utilities
2.57%
Realestate
2.38%
Asset allocation
Stocks
44.71%
Bonds
43.43%
Cash
8.69%
Top 10 holdings (5.58% 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.