Sentences with phrase «equity sector weights»
Fidelity's Guided Portfolio Summary performanceLog In Required Review current equity sector weights for your portfolio and see how they compare to the market.
https://www.fidelity.com/ Not exact matches
The Small - Cap and SMid - Cap Equity strategies are concentrated strategies that are not managed to a benchmark, so there are material differences in characteristics, such as the number of holdings and sector and industry weightings.
If you buy a cap - weighted Canadian equity index fund, you're investing 30 % of your money in the financial sector and just 3 % in consumer staples.
The MSCI World Health Care Index is a free float - adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets in the health care sector.
Under this structure, all nine sectors were truly equally weighted, each having a target allocation of 11.11 % of the equity position.
This page provides the percentage weights of high - cyclical sectors for all Total Dividend Equity Funds.
Previously, broad diversification across market sectors could only be purchased or sold at the close of the business day based on the equity, bond or raw material elements included in the weighted averages of every component of the sector mutual fund — thus, ETFs came into play.
This page provides the percentage weights of mid-cyclical sectors for all Total Dividend Equity Funds.
The MSCI World Industrials Index is a free float - adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets in the industrial sector.
Read through the offer documents and check to see whether the mutual funds identified meet your investment needs in terms of equity share and bond weightings, downside risk protection, tax benefits offered, dividend payout policy, sector focus and other parameters of relevance to you.
This page provides the percentage weights of mid-cyclical sectors for all Micro Cap Equity Funds.
The MSCI World Consumer Discretionary & Consumer Staples Index is a free float - adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets in the consumer discretionary & consumer staples sector.
This page provides the percentage weights of defensive sectors for all Micro Cap Equity Funds.
This page provides the percentage weights of defensive sectors for all India Equity Funds.
This page provides the percentage weights of high - cyclical sectors for all Financials Equity Funds.
This page provides the percentage weights of mid-cyclical sectors for all Financials Equity Funds.
But these strategies tend to have significant weightings in sectors that are highly sensitive to interest rate movements, thus introducing interest rate risk into the equity allocation.
Seeks to provide sector exposure through individual equities, equally weighted across the top 20 % of sub-industries.
This page provides the percentage weights of defensive sectors for all Water Equity Funds.
This page provides the percentage weights of mid-cyclical sectors for all Water Equity Funds.
This page provides the percentage weights of high - cyclical sectors for all Water Equity Funds.
For my Canadian equity exposure I have little interest in participating in a number of sectors the TSX is heavily weighted towards.
We also favor the global technology sector, which happens to be underrepresented in the Canadian equity market but is the single largest sector weight in EM, the U.S. and the momentum factor.
This page provides the percentage weights of high - cyclical sectors for all Small Cap Growth Equity Funds.
This page provides the percentage weights of defensive sectors for all Small Cap Growth Equity Funds.
Cap - weighted indexes are an efficient tool for broad equity markets, but not so for a tiny sector like Canadian real estate.
Equity issuance, debt amortization, re-financing & property revaluations have left the sector in an enviable position — with a cap weighted average of only 55 %.
This page provides the percentage weights of mid-cyclical sectors for all Small - Cap Equity Funds.
This page provides the percentage weights of defensive sectors for all Europe Equity Funds.
This page provides the percentage weights of defensive sectors for all Small - Cap Equity Funds.
This page provides the percentage weights of high - cyclical sectors for all Europe Equity Funds.
As a small group, we work together reviewing economic trends, investment strategy, sector weightings, and equity selection with particular focus on having the S&P 500 and Lipper Large Cap as benchmarks.