It's the kind of overweight measured in percentage points, not pounds. That's because I'm writing performance reports for institutional mutual funds that may overweight or underweight sectors relative to the funds' benchmarks.
I haven't found any guidelines about how to write about these statistics, so I'd like to find out which wording you prefer for talking about a fund that has above-benchmark holdings in a sector.
- Our overweight in
- Our overweight position in
- Our overweight to
- Our overweighting in
- Our overweighting to
If you can give a compelling reason why you favor specific wording, I'd also like to hear about that.
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Susan B. Weiner, CFA
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Copyright 2010 by Susan B. Weiner All rights reserved
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