Composition
Weight by sector
Financial Services
21.62%
Industrials
15.55%
Technology
14.83%
Energy
9.15%
Healthcare
9.14%
Consumer Defensive
7.73%
Consumer Cyclical
6.46%
Communication Services
6.07%
Basic Materials
4.35%
Realestate
2.85%
Utilities
2.24%
Asset allocation
Bonds
52.09%
Stocks
21.01%
Cash
8.74%
Top 10 holdings (4.94% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.