Sentences with phrase «growth equivalent position»

The high - growth equivalent position in FDN counter-balanced the lower - growth positions in EFG and WPS to produce a reference portfolio closely resembling the fund.

Not exact matches

«We are well - positioned to execute another year of strong growth for Encana as we prepare to cross the 400,000 boe (barrels of oil equivalent) per day milestone later this year,» said Doug Suttles on a conference call.
Recently, the fund's three largest equivalent positions were in the iShares Russell Mid-Cap Growth ETF (IWP; weight of about 41 %), iShares Nasdaq Biotechnology ETF (IBB; 24 %), and Vanguard Energy ETF (VDE; 23.6 %).
The ETF had major equivalent positions in the iShares Russell Top 200 Growth ETF (IWY), SPDR ® Dow Jones ® Industrial Average ETF (DIA), PowerShares S&P 500 Quality Portfolio (SPHQ), Vanguard Dividend Appreciation ETF (VIG), PowerShares NASDAQ Internet Portfolio (PNQI), and iShares U.S. Energy ETF (IYE).
The fund had top - four equivalent positions in the iShares S&P 500 Growth ETF (IVW; average weight of 23.8 %), iShares S&P Mid-Cap 400 Growth ETF (IJK; 23 %), PowerShares Dynamic Market Portfolio ETF (PWC; 21.2 %), and iShares Morningstar Mid-Cap Growth ETF (JKH; 6.8 %).
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).
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).
Combined, all these equivalent positions prove that the fund was predominantly of a technology and healthcare, and not just general mid-cap growth, nature at its core.
The fund's top equivalent positions were in the iShares Russell 1000 Growth ETF (IWF; average weight of 28.3 %), Vanguard Consumer Staples ETF (VDC; 15.6 %), iShares S&P Mid-Cap 400 Value ETF (IJJ; 12.6 %), Vanguard Industrials ETF (VIS; 10.1 %), Vanguard Energy ETF (VDE; 8.5 %), and Vanguard Financials ETF (VFH; 7.4 %).
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 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).
This type of analysis indicates that the fund's top - four equivalent positions were in the iShares MSCI EAFE Growth ETF (EFG; fixed weight of 21.7 %), iShares MSCI EAFE ETF (EFA; 18.4 %), iShares MSCI EMU ETF (EZU; 12.6 %), and iShares MSCI United Kingdom ETF (EWU; 12.3 %).
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 next top equivalent positions were in the iShares Russell 2000 Growth ETF (IWO; 18.4 %), iShares Morningstar Small - Cap ETF (JKJ; 18.1 %), Vanguard Extended Market ETF (VXF; 15.6 %), and Vanguard Small - Cap Growth ETF (VBK; 15.6 %).
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 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 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 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 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 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 equity positions in the Vanguard Mid-Cap ETF (VO; average weight of 45.1 %), Vanguard Small - Cap Growth ETF (VBK; 23.3 %), Vanguard Consumer Discretionary ETF (VCR; 10.4 %), PowerShares Dynamic Market Portfolio (PWC; 5.6 %), and Vanguard Consumer Staples ETF (VDC; 3.3 %).
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'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 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 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 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 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 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 %).
In the analysis period, the fund held equivalent equity positions in EWM (iShares MSCI Malaysia ETF; average weight of 41.2 %), JKH (iShares Morningstar Mid-Cap Growth ETF; 22.1 %), EWT (iShares MSCI Taiwan ETF; 14.6 %), EWS (iShares MSCI Singapore ETF; 12.3 %), EWZ (iShares MSCI Brazil Capped ETF; 4.7 %), and FXI (iShares FTSE China Large - Cap ETF; 2.6 %).
In the analysis period, the fund held equivalent equity positions in JKE (iShares Morningstar Large - Cap Growth ETF; average weight of 21.8 %), QQQ (PowerShares QQQ ™ ETF; 17.5 %), JKH (iShares Morningstar Mid-Cap Growth ETF; 14.4 %), PWC (PowerShares Dynamic Market Portfolio ETF; 9.2 %), EEM (iShares MSCI Emerging Markets ETF; 7.2 %), and VDC (Vanguard Consumer Staples ETF; 6.7 %).
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