Sentences with phrase «year sector weightings»

He also highlights changes in year over year sector weightings following the Fund's most recent rebalance and the Fund's inclusion of foreign stocks.

Not exact matches

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.

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.

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.

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.

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.

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.

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 approach.

You really didn't explain why this would work better than a traditional cap weighted index, other than the fact that the most overweighted sector (financials) underperformed this year.

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.

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 %.

The practice of index based investing in market cap weighted size (e.g. small cap), style (e.g. value) and industry sectors has been well established for several years.

The higher yielding sectors of Energy, Materials, Telecommunications and Utilities combine for a weight of 24 % of the index and each sector has seen robust performance in 2016 so far, The two leading sectors are the S&P 500 Energy Corporate Bond Index returning over 16 % year - to - date and the S&P 500 Materials Corporate Bond Index returning over 14 %.

Last year just happened to be a year when a heavily - weighted sector underperformed the market and dragged down the index.