These two styles will sometimes move together for a couple of months, often when the overall market is bad.
At worst, the sector should keep up with the overall market, he said.
It had represented 25 percent or so of the overall market.
"We think they will move in line with the overall market for the next three to six months."
"During those same 17 years, the overall market averaged a return of about 12.3 percent a year."
As a result, until they recover, the overall market might not.
The company has roughly 30 percent of the overall market now, she said.
Those results are about in line with the overall market's performance.
It had gains of 11 percent in 2003, when the overall market did much better.
Nor does he pay much attention to the overall market.