Composition
Weight by sector
Financial Services
30.08%
Healthcare
20.11%
Industrials
13.59%
Basic Materials
12.65%
Technology
10.67%
Consumer Cyclical
5.64%
Consumer Defensive
3.94%
Energy
1.79%
Communication Services
1.53%
Asset allocation
Stocks
96.66%
Bonds
1.54%
Top 10 holdings (37.69% 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.