Composition
Weight by sector
Financial Services
20.82%
Industrials
18.27%
Consumer Cyclical
13.36%
Consumer Defensive
12.37%
Healthcare
9.86%
Energy
8.76%
Communication Services
6.78%
Technology
5.18%
Realestate
2.05%
Basic Materials
1.52%
Utilities
1.02%
Asset allocation
Stocks
92.56%
Cash
2.51%
Top 10 holdings (42.77% of total assets)
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/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.