Fund
Because the Fund's goal is to outperform the S&P 500, AIG's portfolio is structured in a similar manner to the S&P 500. Employing the Group's top-down investment strategy, we have opted to over or under weight certain sectors based on our macroeconomic outlook for these sectors.
Sector weightings as of March 29, 2010:
| Sector | Weighting: |
|---|---|
| Basic Materials | 4.0% |
| Consumer Discretionary | 7.0% |
| Consumer Staples | 7.0% |
| Energy | 10.5% |
| Financials | 16.6% |
| Healthcare | 12.7% |
| Industrials | 14.0% |
| Technology | 21.9% |
| Telecom | 3.6% |
| Utilities | 2.6% |
The Fund's benchmark is the S&P 500 index. The group's investing goal is to outperform the S&P 500. The fund is currently outperforming the S&P 500 by 1.5% from September 7, 2009 to March 29, 2010.
Fund performance from 9/7/09 to 3/29/2010:
The Fund has outperformed the S&P 500 by 5.4% since its inception in 2005.
Past Performance Information:
- 2009 Atkins Investment Group Annual Report