Overweighted


Overweight

1. See: Market outperform.

2. See: Overperform.

3. Describing a portfolio where one security or industry has too much representation. For example, an overweight portfolio may be overexposed to the financial industry, which means if the financial industry suffers a downturn the portfolio will decline in value more than other similar portfolios. See also: Diversification.

Overweighted.

When you own more of a security, an asset class, or a subclass than your target asset allocation calls for, you are said to be overweighted in that security, asset class, or subclass.

For example, if you have decided to invest 60% of your portfolio in stock and other equity investments, but your equity holdings account for 80% of your portfolio, you are overweighted in equity.

In another use of the term, a securities analyst might recommend overweighting a particular security, which you might reasonably interpret as advice to buy.