Question
Calculate total Fund return and total index return? Sector Consumer Discretionary Consumer Staples Energy Financials Healthcare Industrials Info Technology Materials Telecomm Services Utilities Fund Weight
Calculate total Fund return and total index return?
Sector Consumer Discretionary Consumer Staples Energy Financials Healthcare Industrials Info Technology Materials Telecomm Services Utilities Fund Weight 10.7 18.3 4.3 21.9 7.0 15.8 3.2 14.2 2.7 1.9 Index Weight 8.9 9.1 10.2 25.8 6.3 10.3 6.4 11.9 6.3 4.8 Relative Weight 1.9 9.2 -5.9 -3.9 0.8 5.4 -3.2 2.3 -3.6 -2.9 Fund Return 15.9 5.3 16.5 5.6 5.2 9.8 14.6 14.6 10.5 6.0 Index Relative Return Return 12.4 8.7 8.3 5.9 6.3 11.7 9.1 17.2 16.5 9.4 3.6 -3.4 8.2 -0.3 -1.1 -2.0 5.5 -2.6 -6.0 -3.4
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Applied Equity Analysis and Portfolio Management Tools to Analyze and Manage Your Stock Portfolio
Authors: Robert A.Weigand
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978-111863091, 1118630912, 978-1118630914
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