Sentences with phrase «stock turnover ratio»

With the investment culture in China focused more on momentum and short - term trading, the stock turnover ratio of China A-shares is among the highest in the world.

The stock turnover ratio is the highest in China.

Not exact matches

However, it also has a high turnover ratio of 86 %, which means the fund is regularly adding and subtracting stocks, which can lead to higher taxes for shareholders — though given the incredible performance of the fund, I doubt this has bothered most investors.

Initially, we used eight characteristics to evaluate ETFs: expense ratio, average market cap, price - to - book, number of stocks, bid - ask spread, turnover, impact on overall portfolio expected returns and yield as reported by Morningstar X-Ray.

The best noload stock index funds will have single digit annual percentage turnover ratios or at least very low double digit percentages.

Buffalo Discovery owned 86 stock holdings and maintained an annual turnover ratio of 53 % as of Dec. 31.

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p / e / g ratios, asset turnover rate, operating margin, debt / equity ratio, free cash flow, relative price strength, etc..

This $ 517 million world - stock fund sports a reasonable 0.97 % expense ratio and 35 % turnover.

Do you know the fund benchmarks, expense ratios and turnover ratio, that is, how long does any stock stay in the fund?

Consider the holding period for mutual funds and index funds to be indefinite, and then consider three types of stock investor: (i) AAII Model Portfolio, currently with 27 stocks; (ii) A typical investor as cited in the related Steven Sears article holding 27 stocks for an average 3.27 - year holding period (turnover ratio 30.58 %); and (iii) An investor who holds 27 stocks for the five - year average typical of a market cycle (20 % turnover ratio).

Fidelity Small Cap Discovery fund (FSCRX) has a tax - cost ratio below the average for small - cap stock funds, and it kept its portfolio turnover to just 11 % last year.