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Mutual Funds Will Do 2 Things: Pile Into Tech, Fade Donald Trump

"InformationTechnology has been the primary driver of above-average fund returns versus their benchmarks in 2017 (Exhibit 5). The average large-cap mutual fund is overweight Info Tech by 144 bp, the largest overweight across all sectors."

"InformationTechnology has been the primary driver of above-average fund returns versus their benchmarks in 2017 (Exhibit 5). The average large-cap mutual fund is overweight Info Tech by 144 bp, the largest overweight across all sectors."
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