Composition
Weight by sector
Financial Services
17.27%
Industrials
16.24%
Technology
15.45%
Consumer Defensive
8.44%
Realestate
7.79%
Consumer Cyclical
7.51%
Healthcare
7.45%
Communication Services
5.64%
Utilities
5.31%
Energy
5.06%
Basic Materials
3.85%
Asset allocation
Bonds
69.86%
Stocks
22.01%
Cash
7.84%
Top 10 holdings (14.74% 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.