Sentences with phrase «sector weights for»

Fidelity's Guided Portfolio Summary performanceLog In Required Review current equity sector weights for your portfolio and see how they compare to the market.

Not exact matches

But the S&P 500 total return and equal weighted indices have already broken through their 2007 highs, as have the sector indices for Discretionary, Staples, Health Care and Tech (and the NASDAQ).

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

Both are commodity - driven — which may be a concern for Canadians with a high weighting to our own energy sector — but their domestic consumption is growing.

The same three sectors now only count for 36 % and you have more weight towards Utilities, Real Estate and Financial Services.

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.

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 %.

Note that the Risk / Reward Rating for a sector or industry uses the same methodology as our stock ratings, except that the component metrics are market - weighted averages for the stocks in the sector or industry.

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 %.

Our lowest - contributing sectors for the quarter were energy and consumer staples, but our exposure to those sectors was lower than the S&P 500's weightings.

(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.

This was a very good quarter for the Oakmark Fund, with strong performance from our highest weighted 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.

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.

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

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.

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

Invented to pack food, multihead weighers have turned out to deliver unbeatable speed and accuracy for small - to - medium piece - weight products in sectors such as hardware and office products.

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.

By changing the microstructure in magnesium alloys, Mohsen Esmaily, researcher in Atmospheric Corrosion at Chalmers University of Technology, has succeeded in improving possibilities for the transport sector to use these materials to decrease the weight of vehicles.

Substantively, she said, the covered sectors pull their weight in terms of contributions to climate change: Cement is responsible for fully half of the country's CO2 emissions, and 85 percent of China's electricity generation is coal - fired.

To ensure a supply of schools from which families may choose, states should establish a system for authorizing charter schools that enables the charter sector to expand to meet demand; that provides funding under the same weighted formula that applies to all other publicly supported schools; and that offers charter schools access to capital commensurate with district school funding.

As with most public - sector jobs, compensation for teaching is weighted more heavily toward pension and health benefits compared to the private sector.

The rationale for equal weighting the sectors has to do with the underlying problems of a capitalization - weighted index.

This page provides the percentage weights of high - cyclical sectors for all U.S. Funds.

This page provides the percentage weights of mid-cyclical sectors for all U.S. Funds.

This page provides the percentage weights of defensive sectors for all Muni National Bond Funds.

This page provides the percentage weights of mid-cyclical sectors for all Muni National Bond Funds.

For the first 15 years of the DRS, we did use the SPY / S & P 500 for our market exposure; however, in 2012 we made a switch to this equal - weighted sector approaFor the first 15 years of the DRS, we did use the SPY / S & P 500 for our market exposure; however, in 2012 we made a switch to this equal - weighted sector approafor our market exposure; however, in 2012 we made a switch to this equal - weighted sector approach.

This page provides the percentage weights of defensive sectors for all U.S. Funds.

This page provides the percentage weights of mid-cyclical sectors for all Bank Loan Bond Funds.

This page provides the percentage weights of defensive sectors for all Bank Loan Bond Funds.

The tendency to give more recent events a higher weight is problematic for investors because they often end up chasing stocks or sectors that did well in the past, but might not be doing as well now.

So while it is true that there is a bit of a mismatch, or «basis risk» between an equal - weight sector portfolio and the S&P 500, we believe the deep liquidity of S&P 500 options more than compensates for the basis risk.

This page provides the percentage weights of high - cyclical sectors for all Total Dividend Equity Funds.

This page provides the percentage weights of mid-cyclical sectors for all Total Dividend Equity Funds.

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

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.

This page provides the percentage weights of high - cyclical sectors for all Retirement Income Funds.

This page provides the percentage weights of defensive sectors for all Bear Market Strategy Funds.

Of course they «belonged,» because that's how cap - weighted indexes work: They include or exclude stocks without consideration for their sector, their weight in the portfolio, or their valuation.

This page provides the percentage weights of mid-cyclical sectors for all Retirement Income Funds.

This page provides the percentage weights of high - cyclical sectors for all Bear Market Strategy Funds.

This page provides the percentage weights of mid-cyclical sectors for all Bear Market Strategy Funds.

This page provides the percentage weights of defensive sectors for all Alternative Funds.

This page provides the percentage weights of mid-cyclical sectors for all Alternative Funds.

This page provides the percentage weights of high - cyclical sectors for all Alternative Funds.

This page provides the percentage weights of mid-cyclical sectors for all Micro Cap Equity Funds.

All securities in the index are classified in the Energy sector in the Global Industry Classification Standard (GICS ®); USD (trade weighted) is a proxy for the US dollar.