Sentences with phrase «equivalent positions in»

The fund had major equivalent positions in the Consumer Staples Select Sector SPDR ® Fund (XLP), iShares S&P 100 ETF (OEF), iShares Morningstar Large - Cap Value ETF (JKF), PowerShares Dynamic Large Cap Value Portfolio (PWV), First Trust Value Line ® Dividend Index Fund (FVD), and iShares Morningstar Large - Cap ETF (JKD).

The fund had major equivalent positions in the iShares Morningstar Mid-Cap Growth ETF (JKH; average weight of 21.8 %), iShares MSCI Switzerland Capped ETF (EWL; 12.7 %), Vanguard Financials ETF (VFH; 12.5 %), iShares MSCI Canada ETF (EWC; 12.2 %), iShares MSCI Malaysia ETF (EWM; 10.3 %), and iShares MSCI Japan ETF (EWJ; 8.6 %).

The fund had major equivalent positions in the iShares Morningstar Large - Cap Value ETF (JKF; average weight of 19.4 %), iShares Select Dividend ETF (DVY; 14.9 %), SPDR ® Dow Jones ® Industrial Average ETF (DIA; 13.5 %), iShares Morningstar Large - Cap ETF (JKD; 11.1 %), First Trust Value Line ® Dividend Index Fund (FVD; 9.7 %), and iShares S&P 500 Growth ETF (IVW; 9.4 %).

The fund had top equivalent positions in the iShares Select Dividend ETF (DVY; average weight of 13.2 %), iShares Morningstar Large - Cap Growth ETF (JKE; 12.6 %), Vanguard Consumer Staples ETF (VDC; 12.3 %), iShares North American Tech ETF (IGM; 11.1 %), Vanguard Health Care ETF (VHT; 10.5 %), and iShares S&P Mid-Cap 400 Value ETF (IJJ; 9.6 %).

The fund had top equivalent positions in the iShares Morningstar Large - Cap Growth ETF (JKE; average weight of 28.1 %), iShares Core S&P Total U.S. Stock Market ETF (ITOT; 16.4 %); Vanguard Consumer Discretionary ETF (VCR; 12.1 %), iShares S&P Mid-Cap 400 Growth ETF (IJK; 11.5 %), Vanguard Health Care ETF (VHT; 8.9 %), and Vanguard Energy ETF (VDE; 5.7 %).

The fund had top equivalent positions in the iShares MSCI Canada ETF (EWC; average weight of 16.9 %), iShares MSCI Germany ETF (EWG; 14.4 %), iShares MSCI United Kingdom ETF (EWU; 14.3 %), iShares Morningstar Mid-Cap Growth ETF (JKH; 9.5 %), iShares MSCI Singapore ETF (EWS; 9.3 %), iShares MSCI Australia ETF (EWA; 7.0 %).

The fund's had top equivalent positions in the iShares Russell Mid-Cap Growth ETF (IWP; average weight of 27.4 %), PowerShares QQQ ™ ETF (QQQ; 18.3 %), Vanguard Financials ETF (VFH; 11.8 %), Vanguard Consumer Discretionary ETF (VCR; 10.1 %), iShares North American Tech - Software ETF (IGV; 6.3 %), and iShares MSCI Switzerland Capped ETF (EWL; 6.0 %).

The fund had top equivalent positions in the iShares Europe ETF (IEV; average weight of 23.4 %), iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 16.6 %), iShares MSCI Germany ETF (EWG; 15.9 %), iShares MSCI Japan ETF (EWJ; 14.4 %), iShares MSCI United Kingdom ETF (EWU; 7.0 %), and SPDR ® EURO STOXX 50 ® ETF (FEZ; 5.8 %).

The fund had equivalent positions in the PowerShares S&P 500 ® Quality Portfolio (SPHQ), iShares MSCI USA ESG Select ETF (SUSA; formerly KLD), SPDR ® S&P ® Dividend ETF (SDY), iShares U.S. Industrials ETF (IYJ), Technology Select Sector SPDR ® Fund (XLK), and Consumer Staples Select Sector SPDR ® Fund (XLP).

The fund had top equivalent positions in the SPDR ® Morgan Stanley Technology ETF (MTK; constant weight of 15.1 %), SPDR ® S&P ® Homebuilders ETF (XHB; 10.6 %), iShares U.S. Financial Services ETF (IYG; 10.2 %), PowerShares Golden Dragon China Portfolio (PGJ; 9.7 %), and First Trust US IPO Index Fund (FPX; 9.0 %).

The fund had top equivalent positions in the Vanguard Information Technology ETF (VGT; average weight of 53.8 %), iShares North American Tech - Software ETF (IGV; 15.1 %), iShares North American Tech - Multimedia Networking ETF (IGN; 13.1 %), iShares S&P Mid-Cap 400 Value ETF (IJJ; 7.5 %), iShares Morningstar Small - Cap ETF (JKJ; 4.3 %), and iShares Nasdaq Biotechnology ETF (IBB; 3.2 %).

The fund has top equivalent positions in the Vanguard Value ETF (VTV; average weight of 35.4 %), Fidelity Nasdaq Composite ETF (ONEQ; 18.9 %), iShares Morningstar Mid-Cap ETF (JKG; 10.8 %), Vanguard Industrials ETF (VIS; 7.3 %), Vanguard Financials ETF (VFH; 6.5 %), and Vanguard Materials ETF (VAW; 5.7 %).

The fund had top equivalent positions in the iShares Morningstar Large - Cap Growth ETF (JKE; average weight of 47.8 %), Vanguard Consumer Discretionary ETF (VCR; 11.3 %), iShares Morningstar Mid-Cap Growth ETF (JKH; 9.8 %), Vanguard Financials ETF (VFH; 9.1 %), PowerShares Dynamic Market Portfolio (PWC; 6.3 %), and SPDR ® Morgan Stanley Technology ETF (MTK; 5.6 %).

The fund had major equivalent positions in the Vanguard Mortgage - Backed Securities ETF (VMBS), SPDR ® Barclays Intermediate Term Corporate Bond ETF (ITR), iShares Intermediate Credit Bond ETF (CIU), Vanguard Intermediate - Term Corporate Bond ETF (VCIT), Schwab U.S. Aggregate Bond ETF ™ (SCHZ), and PIMCO 0 - 5 Year High Yield Corporate Bond Index ETF (HYS).

The fund had equivalent positions in the Industrial Select Sector SPDR ® Fund (XLI), iShares MSCI Sweden ETF (EWD), aforementioned PowerShares Golden Dragon China Portfolio (PGJ), Guggenheim CurrencyShares ® Swiss Franc Trust (FXF), and First Trust Dow Jones Internet Index Fund (FDN).

This analysis indicates that the fund had top - four equivalent positions in the PowerShares Dynamic Large Cap Value Portfolio (PWV; fixed weight of 16.7 %), iShares U.S. Insurance ETF (IAK; 13.8 %), iShares U.S. Financial Services ETF (IYG; 11.7 %), and Health Care Select Sector SPDR ® Fund (XLV; 10.5 %).

The fund had equivalent positions in the PowerShares International Dividend Achievers Portfolio (PID), iShares MSCI Switzerland Capped ETF (EWL), PowerShares Golden Dragon China Portfolio (PGJ), WisdomTree Europe SmallCap Dividend Fund (DFE), and iShares MSCI Hong Kong ETF (EWH).

The fund had equivalent positions in the aforementioned iShares MSCI Sweden ETF (EWD), aforementioned PowerShares Golden Dragon China Portfolio (PGJ), iShares U.S. Aerospace & Defense ETF (ITA), iShares Global Infrastructure ETF (IGF), and aforementioned First Trust Dow Jones Internet Index Fund (FDN).

The fund had top equivalent positions in the Vanguard Financials ETF (VFH; average weight of 35 %), iShares North American Tech ETF (IGM; 16.4 %), Vanguard Health Care ETF (VHT; 13.0 %), iShares Morningstar Large - Cap Value ETF (JKF; 8.5 %), iShares Morningstar Small - Cap Value ETF (JKL; 7.8 %), and Vanguard Energy ETF (VDE; 6.3 %).

The fund had only five equivalent positions in the iShares S&P Small - Cap 600 Growth ETF (IJT), PowerShares S&P SmallCap Health Care Portfolio (PSCH), WisdomTree SmallCap Earnings Fund (EES), PowerShares NASDAQ Internet Portfolio (PNQI), and WisdomTree Japan SmallCap Dividend Fund (DFJ).

The fund had top equivalent positions in the PowerShares QQQ ™ ETF (QQQ; average weight of about 48.8 %), iShares Morningstar Mid-Cap Growth ETF (JKH; 29.8 %), Vanguard Materials ETF (VAW; 10.3 %), iShares MSCI Hong Kong ETF (EWH; 5.7 %), SPDR ® Dow Jones ® REIT ETF (RWR; 3.9 %), and iShares MSCI Taiwan ETF (EWT; 1.5 %).

The fund had major equivalent positions in the iShares Morningstar Large - Cap Growth ETF (JKE; average weight of 30.7 %), PowerShares QQQ (QQQ; 19.5 %), iShares S&P Mid-Cap 400 Growth ETF (IJK; 12.4 %), Vanguard Consumer Discretionary ETF (VCR; 11.0 %), iShares Morningstar Mid-Cap Growth ETF (JKH; 7.1 %), and iShares Russell 2000 Growth ETF (IWO; 5.3 %).

The fund had equivalent positions in the First Trust Large Cap Value AlphaDEX ® Fund (FTA), First Trust Industrials / Producer Durables AlphaDEX ® Fund (FXR), iShares U.S. Consumer Goods ETF (IYK), VanEck Vectors Agribusiness ETF (MOO), iShares MSCI Switzerland ETF (EWL), and Guggenheim S&P 500 ® Equal Weight Technology ETF (RYT).

The ETP had equivalent positions in the iShares Mortgage Real Estate Capped ETF (REM), VanEck Vectors Vietnam ETF (VNM), iShares U.S. Medical Devices ETF (IHI), aforementioned FXA, Guggenheim CurrencyShares ® Japanese Yen Trust (FXY), and aforementioned SOCL.

The fund had major equivalent positions in the aforementioned IWO, iShares North American Tech - Software ETF (IGV), iShares U.S. Medical Devices ETF (IHI), PowerShares S&P SmallCap Health Care Portfolio (PSCH), SPDR ® S&P ® Biotech ETF (XBI), and Global X Social Media ETF (SOCL).

The fund had equivalent positions in the iShares Morningstar Large - Cap Growth ETF (JKE), PowerShares Dynamic Large Cap Growth Portfolio (PWB), and iShares North American Tech - Software ETF (IGV).

The fund had equivalent positions in the iShares S&P 100 ETF (OEF), PowerShares Dynamic Media Portfolio (PBS), and iShares U.S. Insurance ETF (IAK).

The fund had equivalent positions in the iShares MSCI BRIC ETF (BKF), iShares MSCI Hong Kong ETF (EWH), WisdomTree Emerging Markets SmallCap Dividend Fund (DGS), Guggenheim MSCI Global Timber ETF (CUT), iShares MSCI Singapore ETF (EWS), and VanEck Vectors Russia ETF (RSX).

The fund had major equivalent positions in the Vanguard Energy ETF (VDE; average weight 18.0 %), Vanguard Value ETF (VTV; 14.8 %), iShares Morningstar Large - Cap ETF (JKD; 12.4 %), SPDR ® Dow Jones ® Industrial Average ETF (DIA; 11.4 %), Vanguard Financials ETF (VFH; 10.3 %), and Vanguard Health Care ETF (VHT; 8.6 %).

The fund had equivalent positions in the PowerShares DWA Developed Markets Momentum Portfolio (PIZ), PowerShares NASDAQ Internet Portfolio (PNQI), PowerShares QQQ ™ (QQQ), PowerShares Dynamic Large Cap Growth Portfolio (PWB), and VanEck Vectors Biotech ETF (BBH).

The ETP had major equivalent positions in the iShares Russell 1000 Value ETF (IWD), Vanguard Value ETF (VTV), iShares Core S&P Total U.S. Stock Market ETF (ITOT), SPDR ® S&P ® 500 Value ETF (SPYV), PowerShares BuyBack Achievers Portfolio (PKW), and Guggenheim S&P 500 ® Pure Value ETF (RPV).

The fund had major equivalent positions in the Vanguard Consumer Staples ETF (VDC; average weight of 32.2 %), Vanguard Consumer Discretionary ETF (VCR; 9.7 %), iShares Select Dividend ETF (DVY; 9.2 %), iShares MSCI Hong Kong ETF (EWH; 7.7 %), iShares MSCI United Kingdom ETF (EWU; 7.6 %), and PowerShares Dynamic Market Portfolio (PWC; 6.2 %).

The fund had major equivalent positions in the aforementioned SPDR ® S&P MIDCAP 400 ® ETF (MDY), IQ Hedge Multi-Strategy Tracker ETF (QAI), First Trust Industrials / Producer Durables AlphaDEX ® Fund (FXR), and aforementioned First Trust US IPO Index Fund (FPX).

The fund had equivalent positions in the SPDR ® S&P MIDCAP 400 ® ETF (MDY), iShares Russell 2000 Growth ETF (IWO), and First Trust US IPO Index Fund (FPX).

The manager gets no credit (or blame) for directional bets that are represented by equivalent positions in the reference portfolio.

The equivalent positions in the iShares 1 - 3 Year Treasury Bond ETF (SHY) and iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 5.4 %) represented the fixed - income holdings of the fund.

(Other equivalent positions in foreign equities are in the Other component of the chart.)

The Other component in the above chart includes equivalent positions in six other ETFs, collectively averaging 20.7 % in the entire analysis period.

The fund had top equivalent positions in the iShares MSCI France ETF (EWQ; average weight of 16 %), iShares MSCI Switzerland Capped ETF (EWL; 11.3 %), iShares MSCI EMU ETF (EZU; 10.8 %), iShares MSCI United Kingdom ETF (EWU; 10.7 %), and iShares MSCI Sweden ETF (EWD; 6.1 %).

The fund had equivalent positions in the iShares Asia 50 ETF (AIA), iShares Emerging Markets High Yield Bond ETF (EMHY), iShares MSCI India ETF (INDA), Columbia Emerging Markets Consumer ETF (ECON), and BLDRS Emerging Markets 50 ADR Index Fund (ADRE).

The fund had top equivalent positions in the iShares MSCI EAFE ETF (EFA; average weight of 18.4 %), iShares MSCI Japan ETF (EWJ; 16.2 %), iShares MSCI EMU ETF (EZU; 14.4 %), iShares MSCI United Kingdom ETF (EWU; 14.0 %), iShares MSCI Switzerland Capped ETF (EWL; 13.9 %), and iShares MSCI Australia ETF (EWA; 5.5 %).

The fund had equivalent positions in the iShares Europe ETF (IEV), iShares MSCI United Kingdom ETF (EWU), iShares Global Consumer Staples ETF (KXI), iShares Global Telecom ETF (IXP; weight of 8.6 %), iShares U.S. Telecommunications ETF (IYZ; 8.3 %), iShares Global Healthcare ETF (IXJ; 6.0 %), and five additional ETFs with smaller weights.

The fund had major equivalent positions in the iShares MSCI Japan ETF (EWJ), iShares MSCI France ETF (EWQ), iShares MSCI United Kingdom ETF (EWU), iShares 1 - 3 Year Treasury Bond ETF (SHY; representing fixed - income holdings), SPDR ® S&P ® 400 Mid Cap Growth ETF (MDYG), and iShares MSCI Germany ETF (EWG).

The fund had major equivalent positions in the iShares 7 - 10 Year Treasury Bond ETF (IEF; average weight of 28.8 %), iShares MSCI Emerging Markets ETF (EEM; 16.6 %), iShares MSCI Hong Kong ETF (EWH; 10.4 %), iShares MSCI Singapore ETF (EWS; 9.3 %), PowerShares Dynamic Market Portfolio (PWC; 7.7 %), and iShares Latin America 40 ETF (ILF; 6.3 %).

The fund had major equivalent positions in the iShares Global Consumer Discretionary ETF (RXI), Vanguard Dividend Appreciation ETF (VIG), Industrial Select Sector SPDR ® Fund (XLI), iShares MSCI Germany ETF (EWG), iShares Global Consumer Staples ETF (KXI), and iShares MSCI EAFE Growth ETF (EFG).

Over this evaluation period, the fund had major equivalent positions in the iShares MSCI EAFE Small - Cap ETF (SCZ), iShares MSCI EAFE Growth ETF (EFG), iShares International Treasury Bond ETF (IGOV), MSCI EAFE Hedged Equity ETF (DBEF), iShares MSCI Sweden ETF (EWD), and iShares MSCI Ireland Capped ETF (EIRL).

The Other component in the chart collectively represents additional equivalent positions in other ETFs that had smaller fixed weights.

The fund had equivalent positions in the aforementioned IWN, KRE and PRN, as well as the iShares S&P Small - Cap 600 Growth ETF (IJT).

The fund had major equivalent positions in the PowerShares DWA Industrials Momentum Portfolio (PRN), iShares MSCI Italy Capped ETF (EWI), and WisdomTree Europe Hedged Equity Fund (HEDJ), as well as the aforementioned DFE, UUP and DFJ.

The fund had major equivalent positions in the Vanguard High Dividend Yield ETF (VYM), PowerShares Dynamic Large Cap Value Portfolio (PWV), First Trust Large Cap Growth AlphaDEX ® Fund (FTC), SPDR ® Barclays High Yield Bond ETF (JNK), SPDR ® S&P ® Homebuilders ETF (XHB), and iShares Global Consumer Staples ETF (KXI).