Composition
Weight by sector
Financial Services
24.06%
Industrials
19.26%
Healthcare
14.38%
Technology
8.96%
Consumer Defensive
7.41%
Consumer Cyclical
5.80%
Utilities
5.37%
Energy
5.34%
Basic Materials
4.29%
Communication Services
3.60%
Realestate
1.52%
Asset allocation
Bonds
65.46%
Stocks
26.84%
Cash
7.69%
Top 10 holdings (3.58% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.