Sentences with phrase «sector weight of»

He notes NOBL includes companies that have increased dividends for at least 25 consecutive years and has an energy sector weight of less than 5 %.

Companies are screened for liquidity and dividend status, then selected and equal weighted subject to a maximum individual sector weight of 30 %.

The aggregate sector weights of energy and materials in the MSCI Emerging Markets Index have fallen from approximately 40 % around a decade ago to about 14 % as of October 2017, with the weights of information technology (IT) and consumer companies steadily increasing.

The index includes 60 companies and is designed to roughly mirror the sector weights of the S&P / TSX 60.

The graphic below shows the comparison of country and sector weights of the MSCI Emerging Markets Index in 2008 and 2016:

Here's a look at the sector weightings of the aggregate index:

Not exact matches

The sector makes up 25.1 percent of the S&P 500 as of Tuesday's close, its highest weighting since November 2000 — a few months before the dotcom bubble burst — according to data from Bespoke Investment Group.

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

It has exposure to 10 different sectors, and its top weighting, China Mobile, accounts for only 7.76 % of the fund.

We use a matrix of top - down macro models and bottom - up micro stock selection models to determine weighting in countries, sectors and individual securities.

In other words, depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.

«Depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.»

The Risk / Reward Rating of a sector or industry is based on the market - weighted aggregation of our models for the stocks in each sector or industry.

The ranking is comprised of 10 companies from each of the five industry sectors, and they were selected based on three equally weighted criteria: market capitalization growth, share price appreciation and trading volume.

For comparison, the average TAC of all Financials sector ETF and mutual funds is 1.71 %, the weighted average is 0.72 %, and the ETF benchmark (XLF) has a TAC of 0.15 %.

For comparison, the average TAC of all Industrials sector ETF and mutual funds is 1.31 %, the weighted average is 0.59 %, and the ETF benchmark (XLI) has a TAC of 0.15 %.

I expect this weight to come down as other sectors go in and out of favor.

Three sectors dominate the Composite — financials, energy and materials — with nearly 80 % of the weight.

On the other hand, the collective revenue - weighted net profit margin of the other nine S&P sectors has continued to trend marginally higher and sits near an all - time high, which means earnings pressure will also be mostly felt within the energy sector.

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.

The U.S. manufacturing sector is clearly struggling under the weight of the emerging market slowdown, a strong dollar and the collapse in energy - and natural resource - related activity.

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.

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.

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

A weighting system is also used which further ensures that survey responses have an appropriate impact on the results according to the relative importance of the sector they operate in and the size of the company.

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.

The following chart summarizes average (equally weighted) sector returns and standard deviations of average sector returns by calendar month over the available sample period.

(In the internet bubble, for example, as internet stocks went up in price, market cap - weighted indexes became too heavily concentrated in this overpriced sector and too underweighted in the stocks of established companies in less exciting industries.)

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.

The fund largely aligns with our benchmark in terms of sector weightings and credit quality.

With nearly 60 % of the MSCI Emerging Markets (EM) Index allocated to three countries (China, South Korea and Taiwan) and over 52 % to two cyclical sectors in (IT and Financials), those investors relying on the index to gain exposure to Emerging Markets may find that they have also gained an unwanted exposure to the inherent concentration risks ingrained in such a concentrated weighting.

The PMI exhibits a much higher correlation with official data than both INSEE and Banque de France surveys, whether we look at manufacturing, services or a weighted combination of the two sectors.

For example, if the energy sector is 15 % of the economy, a 15 % weight in the index would demonstrate that it is close to the same representation.

PowerShares has created a series of sector ETFs based on a fundamentally weighted sector index, the FSTE RAFI US 1000 Index.

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.

For the quarter, Information Technology and Financials were our highest contributing sectors, and Health Care and Consumer Staples, two of our lowest weighted areas, were our weakest performers.

Another element of domestic financial conditions is the exchange rate, which has appreciated, in trade - weighted terms, by around 18 per cent over the past year, reducing the stimulus provided to the traded goods sector.

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.

For example, let's say you want to achieve a weight of 17 % invested in the S&P 500 energy sector.

If fact, the weighting of the energy sector is 56.82 %.

For the third time this year, Saudi Arabia does not seem motivated to curb production as Iran's oil sector recovers, even as its less financially savvy OPEC comrades crumble politically and economically under the weight of two years of abysmal oil revenues.

Individual sector weightings are capped at 30 % of the index at reconstitution.

The S&P 500 Energy Index is a capitalization - weighted index that tracks the companies in the energy sector as a subset of the S&P 500.

Those sectors combine for over 35 percent of IJR's weight.

While the MSCI Emerging Markets Index allocates just 7.29 percent of its weight to the energy sector, oil...

According to data provided by MSCI, the tech sector had a weight of 28.0 % at the end of 2017, which was more than double its weight six years ago.

That book's impressive lists of church contributions were seized upon by faith - based reformers to show how much weight the religious sector could carry.

«The American organic sector is the gold standard of how a successful public - private partnership works, but if the government does not pull its weight in this partnership, then the organic sector will do everything it can to make sure it is continuing to move forward.»

A program of cooperation between the National Conference On Weights & Measures, NIST, state weights and measures officials and the private sector for determining conformance of weighing equipment with the provisions of Weights & Measures, NIST, state weights and measures officials and the private sector for determining conformance of weighing equipment with the provisions of weights and measures officials and the private sector for determining conformance of weighing equipment with the provisions of H - 44.

And we've seen a bipartisan process buckle under the weight of these withering forces, even as we have produced a proposal that is by all accounts a common - sense, reasonable, non-ideological approach to target the root problems that led to the turmoil in our financial sector.