Sentences with phrase «largest sector weight»

Technology is the largest sector weight in the S&P 500 and as such is often one of the largest sector exposures in a wide variety of broad market funds.

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.

Technology, the largest sector weight in the S&P 500, topped the broader market last year with much of that strength attributable to semiconductor stocks.

After being one of the worst - performing groups in each of the past two years, energy, the S&P 500's seventh - largest sector weight, is one of the best - performing segments in the S&P 500 this year.

The health care sector, the third - largest sector weight in the S&P 500, recently pulled back as investors rotated into perceived value destinations.

In KSA, the Saudi stock ETF, financials (39 percent) and materials (31 percent) are the two largest sector weighting.

Those are MDY's two largest sector weights.

Notably, as of March 31, 2018, the Fund had a 23 % weighting in Energy stocks, making it the largest sector weighting in the portfolio.

The index is designed to mirror the popular MSCI EAFE Index, so the largest country allocations are Japan and the United Kingdom, and the largest sector weights are financials, consumer retailers, and health care.

Technology, industrials and health care were its three largest sector weightings.

Not exact matches

Generally the heavy weight of technology should be offset by the finance sector, which is the second largest group in the S&P.

By having a larger weight in secular growth sectors, A-shares provide access to sectors of the economy currently under - represented in other share classes.

Our strong fiscal - year results were primarily due to stock selection and our relatively large weighting in more economically sensitive sectors such as consumer discretionary and financials.

In terms of economic sectors, the significant losses in energy and materials pulled the MSCI World Index into negative territory despite gains for consumer, technology and health care stocks, which have larger index weights.

Since large - cap stocks are more representative of the economy, equal - weighted ETFs might not be the best choice when implementing a sector rotation strategy.

The overall tech sector now has a 26.8 % weight in the S&P 500, making it by far the largest component.

In contrast, enhanced index funds can weight undervalued stocks more heavily, include a larger proportion of securities in higher - performing sectors, or use other investment strategies to try and achieve a better return than the index it tracks.

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.

[2] The relationship is mathematically expressed as Allocation Effect =, where W = average weight, p = aggregated average large - cap portfolio, b = benchmark, R = returns, and i = selected sector or grouping.

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.

However, that will have a large weighting to financial, energy and materials, since our market is highly concentrated in those three sectors.

Its sector weightings do differ from other large cap funds, however.

Likewise, in sector or strategy indices with fewer stocks and larger weights on each stock, increasing share counts to adjust for less liquid classes could affect liquidity.

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.

As of May 31, 2017, tech - sector stocks accounted for 23.2 % of the market cap of the S&P 500, compared with weightings of 13.9 % for health care and 13.7 % for financials, the next - largest sectors.9

With last week's announcement of the Royal Commission on the Australian financial sector, which will likely have an emphasis on the largest banks, we have opted to reduce our weighting to Australia.

The sector average is EUR 959 per sqm, while a EUR 900 per sqm market cap weighted average reflects the purchase discounts & economies of scale larger companies can achieve.

The sector's up an average 371 % YTD, but with the highest gains mostly accruing to the larger (& generally Bitcoin - focused) companies, the market cap weighted gain is 590 % YTD.

Again, we're looking at a real bargain here — the sector enjoys a 6.8 % portfolio yield, while the weighted average yield edges up to 7.0 % — presumably assisted by the purchase discounts larger companies manage to capture.

(It should be noted that the large cap Defined Risk Strategy uses an equal - weighted sector approach to its long positions, rather than the capitalization - weighted methodology of the S&P 500.

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.