Composition
Weight by sector
Technology
22.57%
Financial Services
21.82%
Industrials
9.25%
Basic Materials
8.54%
Energy
8.23%
Communication Services
7.53%
Healthcare
7.15%
Consumer Cyclical
6.83%
Consumer Defensive
5.80%
Utilities
1.68%
Realestate
0.58%
Asset allocation
Bonds
53.72%
Stocks
17.84%
Cash
1.03%
Top 10 holdings (100% of total assets)
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/mutual_funds/world/composition
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Ultra plan (individual) and the Enterprise plan (business) and above.