| This tool allows you to create composite sector portfolios utilizing individual D.J. sectors and the US Total Market Index. The table below shows the most recent closing level for each index and the market weight of each sector in the US Total Market Index. In the next table, enter the desired amount of investable assets and your desired allocation to the TMI. The remainder of your assets will initially be allocated among ten sector UITs according to their market weight. You can change your desired weighting in any sector UIT by sliding the pointer to achieve your desired allocation, and the other sector weights will adjust automatically. To fix the weight of any particular sector UIT, check the Fix box to the right. |
| Index | Mkt. Cap. | Weight in | 12 Month Trailing | 12 Month Historical | |
| Dow Jones Sector | Level | US $Bil. | TMI | Return | Volatility |
| US Basic Materials Index | 291.78 | 505.752 | 3.61% | -6.08% | 33.76% |
| US Consumer Services Index | 379.442 | 1,721.880 | 12.28% | 11.81% | 22.36% |
| US Consumer Goods Index | 349.055 | 1,482.092 | 10.57% | 12.69% | 18.13% |
| US Oil & Gas Index | 610.956 | 1,556.280 | 11.10% | -2.16% | 31.04% |
| US Financials Index | 267.964 | 2,175.052 | 15.51% | -7.99% | 32.55% |
| US Health Care Index | 375.800 | 1,527.350 | 10.89% | 14.64% | 19.98% |
| US Industrials Index | 334.564 | 1,793.881 | 12.80% | 2.16% | 27.84% |
| US Technology Index | 722.961 | 2,353.910 | 16.79% | 3.56% | 24.41% |
| US Telecommunications Index | 130.334 | 373.027 | 2.66% | 5.11% | 18.20% |
| US Utilities Index | 169.371 | 530.635 | 3.78% | 12.92% | 17.43% |
|
|
|||||
| Total Market Index | 333.589 | 14,019.860 | 100.00% | 3.71% | 24.02% |
| As of Feb 2, 2012 | |||||
| UIT Sector Portfolio Allocator |
| * To fix the weight of any particular sector, check the Fix box to the right. |