Westpac Banking Corporation Ltd (WBC) is a bank and financial services provider.
Hence, the industrial sector would be financials (option g)
Which industrial sector would the Westpac Banking Corporation Ltd (WBC) be in? Select one: O a....
Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions Telecommunications Services 3.10% 5.90% A. (2.80%) 2.50% 3.10% K. (-0.60%) U. (-1.68%) Utilities 7.50% 3.80% B. 3.70% 3.10% 1.90% L. 1.20% V. 4.44% Information Technology 14.30% 17.90% C. (-3.60%) 4.90% 3.20% M. 1.70% W. (6.12%) Materials 6.30% 3.70% D. 2.60% 4.80% 5.10% N. (-0.50%) X. (1.30%) Financials 13.40% 17.10% E....
Fill in the missing values in the table above for a quarterly comparison of sectors with the S&P 500 Index. Remember when performing calculations that the numbers shown are percentage values. Record your answers as percentage values to two decimal places. Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions Telecommunications Services 3.10% 5.90% A 2.50% 3.10% K U...
tо рuys < Back to Assignment Attempts: Average: 1/4 4. Summarizing categorical data - Pie charts The market capitalization of a publicy traded company is its stock price multiplied by the number of its outstanding shares. The Standard & Poor's (S&P) 500 Index lists 500 of the largest publicly traded companies (by market capitalization) in the United States. It is widely considered the leading indicator of the U.S. equities market. The S&P 500 companies are classified into 10 industry sectors...
-Did the performance turned in by the investment manager underperform or outperform the S&P 500? By how much? Show your work. Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions Telecommunications Services 3.10% 5.90% A. (2.80%) 2.50% 3.10% K. (-0.60%) U. (-1.68%) Utilities 7.50% 3.80% B. 3.70% 3.10% 1.90% L. 1.20% V. 4.44% Information Technology 14.30% 17.90% C. (-3.60%)...
S Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under Performance (7) = (3) x (6) Sector Allocation Contributions T Telecommunications Services 3.10% 5.90% A. (2.80%) 2.50% 3.10% K. (-0.60%) U. (-1.68%) U Utilities 7.50% 3.80% B. 3.70% 3.10% 1.90% L. 1.20% V. 4.44% I Information Tech 14.30% 17.90% C. (-3.60%) 4.90% 3.20% M. 1.70% W. (6.12%) Materials 6.30% 3.70% D. 2.60% 4.80% 5.10% N. (-0.50%) X. (1.30%)...
Jennifer is interested in the mutual fund RBC U.S.
Index Fund – Series A. She has a few questions for
you before she buys this investment.
a) Does the reported fund’s return include the Management
Expense Ratio (MER) ? Yes or No
b) What type of fee is charged: No-load, Front-end load or a
Back-end load?
c) Is the status of this mutual fund classified as a closed-end
or open-end mutual fund?
d) Based on your response in c), explain...