Equity Positions Weight

Asset symbol is not found or was delisted: IE00B4K9SV11.IR

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Indicator Description

Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Stock Percentage 
 = 
% of Equities 
 
in the fund 

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Equity Positions Weight In A Nutshell

The importance of this comes into play more with the funds that try to imitate other market areas. If the fund is trying to return against a benchmark following the financial sector, you would want to see weighting mostly in finance stocks and positions. Within that, you want to make sure that it is not overly weighted into one bank or financial company, because that would be the same as putting all of your eggs into one basket. So before you invest in a fund, take a look and see what makes it up and ensure you agree with it.

Many of you I’m sure have either looked at mutual funds and ETF’s or invested in them for various of reasons. It could have been you enjoyed the returns and low expense ratios, but have you ever looked and reviewed what the funds hold. Equity position weight is the weighting of the equities that make up the fund that is being invested in. For example, when you look at a fund that tracks the S&P 500, you would expect to see that fund have similar weighting to that of the S&P 500, and you can review this for yourself.

Closer Look at Equity Positions Weight

This is extremely important to look at because you don’t want to have the fund manager jeopardize the fund by investing incorrectly. Of course this will rarely happen, but you need to watch the manager because they are ultimately the ones generating the yes or no to add and eliminate positions in the fund. Not only that, you want to be sure you agree with the positions because if you don’t then there is not point in investing in that particular fund. You can find holdings on almost any site and review them, comparing against others. Find the one that fits best and go from there.

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