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 |
Utilities |
7.50% |
3.80% |
B |
3.10% |
1.90% |
L |
V |
Information Technology |
14.30% |
17.90% |
C |
4.90% |
3.20% |
M |
W |
Materials |
6.30% |
3.70% |
D |
4.80% |
5.10% |
N |
X |
Financials |
13.40% |
17.10% |
E |
6.20% |
4.80% |
O |
Y |
Consumer Discretionary |
12.70% |
13.50% |
F |
2.10% |
4.00% |
P |
Z |
Industrials |
14.10% |
11.90% |
G |
4.90% |
3.10% |
Q |
AA |
Energy |
8.40% |
8.00% |
H |
3.70% |
8.60% |
R |
BB |
Healthcare |
15.30% |
11.70% |
I |
9.80% |
5.70% |
S |
CC |
Consumer Staples |
4.90% |
6.50% |
J |
1.50% |
13.20% |
T |
DD |
Fill in the missing values in the table above for a quarterly comparison of sectors with...
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....
-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%)...