Fund Return 15 I WO Belund's relative weight in the financials sector? A B C D E F G 5 Fund Index Relative 6 Sector Index Relative Weight Weight Stock Welght Sector 2 Consumer Discretionary Return Return Selection 10.7 8.9 Weight Total 15.9 B Consumer Staples 12.4 18.3 9.1 5.3 8.7 9 Energy 4.3 10.2 16.5 10 8.3 Financials 21.9 25.8 5.6 11 5.9 Healthcare 2.0 6.3 5.2 6.3 12 Industrials 15.8 10.3 9.8 11.7 13 Info Technology 3.2 6.4 14.6 9.1 14 Materials 14.2 11.9 14.6 17.2 Telecomm Services 2.7 6.3 10.5 16.5 16 Utilities 1.9 4.8 6.0 9.4 17 18 Total 100.0 100.0 9.5 10.0 19 20 21 Questions 22 1. What is the fund's rehtive weight in the financials sector? 23 2. What is the fund's largest overweight? Underweight? What can you infer about the portfolio manager's outlook? 24 3. Where was the fund's relative stock selection strongest? Weakest? 25 4. Where did stock selection have the largest positive impact? Negative impact? 26 5. What was the contribution of sector weight in the industrials sector? 27 6. Explain the breakdown of the total contribution of consumer staples to performance. 28 7. Explain the breakdown of the total contribution of consumer discretionary to performance. 29 30 31 32 33 34 35 36 37 38 39 40 Fund Return 15 I WO Belund's relative weight in the financials sector? A B C D E F G 5 Fund Index Relative 6 Sector Index Relative Weight Weight Stock Welght Sector 2 Consumer Discretionary Return Return Selection 10.7 8.9 Weight Total 15.9 B Consumer Staples 12.4 18.3 9.1 5.3 8.7 9 Energy 4.3 10.2 16.5 10 8.3 Financials 21.9 25.8 5.6 11 5.9 Healthcare 2.0 6.3 5.2 6.3 12 Industrials 15.8 10.3 9.8 11.7 13 Info Technology 3.2 6.4 14.6 9.1 14 Materials 14.2 11.9 14.6 17.2 Telecomm Services 2.7 6.3 10.5 16.5 16 Utilities 1.9 4.8 6.0 9.4 17 18 Total 100.0 100.0 9.5 10.0 19 20 21 Questions 22 1. What is the fund's rehtive weight in the financials sector? 23 2. What is the fund's largest overweight? Underweight? What can you infer about the portfolio manager's outlook? 24 3. Where was the fund's relative stock selection strongest? Weakest? 25 4. Where did stock selection have the largest positive impact? Negative impact? 26 5. What was the contribution of sector weight in the industrials sector? 27 6. Explain the breakdown of the total contribution of consumer staples to performance. 28 7. Explain the breakdown of the total contribution of consumer discretionary to performance. 29 30 31 32 33 34 35 36 37 38 39 40