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What is the fund's largest overweight? Underweight? What can you infer about the portfolio manager's outlook? Where did stock selection have the largest positive impact?

What is the fund's largest overweight? Underweight? What can you infer about the portfolio manager's outlook? Where did stock selection have the largest positive impact? Negative impact? Explain the breakdown of the total contribution of consumer staples to performance. Explain the breakdown of the total contribution of consumer discretionary to performance

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