Daily Energy Sector Analysis

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Tue, 2001-10-02

Originally presented at our 2001 User's Conference this article looks at how daily data can show shifts in mutual fund holdings over a short time period. On July 13, 2001 the Wall Street Journal reported that a handful of mutual funds had recently increased their exposure to energy stocks. For each fund they gave the percentage of energy exposure on a specific date. We thought that this would be a good test for daily style analysis.


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