Sentences with phrase «holding sector weightings»

Not exact matches

Consumer discretionary (XLY) was another winner among sectors in Q1, up between 1 percent and 2 percent, helped by a healthy weighting to Netflix (No. 6 holding by ETF weight) and Amazon (No. 1 holding in the ETF).

Holdings are market cap - weighted within sectors; sectors are weighted to align with the actively - managed Janus Triton Fund.

Therefore, investors should be sure that they assess the holdings of any Financial sector ETF to ensure it is not too heavily weighted in Neutral - or - worse - rated stocks.

Holdings, sector weightings, market capitalization, turnover and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown.

The portfolio is actively managed, so holdings, sector weightings and other portfolio characteristics may have changed since the date shown.

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.

The individual holdings are diversified across economic sectors; however, the portfolio sector weights may vary widely from that of the benchmark.

But after looking at the holdings, I feel that these funds provide much higher oil exposure than I was originally looking for, and I don't like the huge weightings into the top names in the sector.

It doesn't have to mirror the market exactly, but it's weightings in small -, mid - and large - cap holdings, growth vs. value and different industries and sectors should generally adhere to those of the market overall.

Holding a cap weight index means you go up and down with them while equal sector weight allows you to skim off profits during booms and increase your share in sectors when they are bargains.

Bond portfolio management strategies based on sector rotation involve varying the weight of different types of bonds held within a portfolio.

I find myself with great dividend payers, but have found that my sector weighting is very unconventional.For example 5 % Healthcare & 5 % tech, being 23, I feel that those sectors are going to grow year over year in my lifetime but only hold a small holding so far.

To determine allocation effect, we compare the average weight in each of the 11 GICS ® sectors held by active large - cap managers relative to the S&P 500 during the measurement period, and the sector contribution to benchmark return as well as the portfolio return.

But, I will try to balance my holdings by adding new units in the under weighted sectors.

Is it tracking a traditional market - cap weighted index, which holds each company in an index according to its market weighting like the S&P 500, or is it trying to make a risk - return trade - off with different weightings and different sector exposures?

The Fund will hold between 100 and 130 high income securities of any market capitalization, agnostic of benchmark geographic or sector weightings.

As a reflection of the Canadian market, the financials sector holds 63 % weight in the index.

Pay attention to the impact that various holdings have on your style - box positioning and sector weightings.

Security selection will be driven by sectors, however, meaning that the weight of portfolio holdings will be adjusted between the 10 sectors in the S&P 500 index based on macro trends, earnings potential, and valuation.

The investment management team holds regular meetings discussing the portfolio with a view to reassess, sell or buy securities and to discuss current cash position as well as sector and geographic weighting.

The ETF holds more than 350 stocks, but because the index it tracks is weighted by market capitalization, the largest players in the tech sector play a major role in its overall performance.

But, I will try to balance my holdings by adding new stocks / bonds in the under weighted sectors.

However, I won't sell holdings from over weighted sector and buy in under weighted sectors.

Forstrong's Mordy has a neutral sector weighting in technology and its portfolios hold no tech - specific ETFs.

If not, they will still probably be somewhat similar because they will likely track the same «segment» or «sector» of the global market, even though they don't track the same index and therefore may not hold the same stocks in the same weightings.

While the attitudes of more corporate miners may have created the impression the sector itself is shrouded in secrecy, the trope doesn't exactly hold weight.

Moving real estate out to its own sector now makes that under - weight more obvious when investment managers report holdings by sector.