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Over/Under Chart


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Download this project to learn how to make the graph.

This geographic Over/Under Chart was supplied by Templeton Global Investors, Incorporated. It displays a hypothetical portfolio for demonstration purposes and does not represent a real Templeton portfolio.

The graph on the left shows the portfolio's weight in each region and, beneath each region, the countries comprising that region. The graph on the right shows the portfolio's weight minus the benchmark weighting (relative weighting) in each region and country.

A client examining the charts above could quickly determine that Europe had the largest weighting of all of the regions in the portfolio at 39.2% by looking at the left hand chart. The right hand chart shows that the largest difference in regional weightings versus the index is Asia. The portfolio has 14.5% less of its assets in Asia than does the index.

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