Sentences with phrase «low portfolio turnover»

Its investment style is a blend of value and growth, with the advantage of low portfolio turnover averaging 20 %.

The fund's very low portfolio turnover represents a structural advantage.

As such, investors can expect lower portfolio turnover compared to other active funds.

They aim to capture long - term equity risk premium with low portfolio turnover, high trading liquidity, and large investment capacity.

Although we are active managers, we have a history of low portfolio turnover.

Such a passive approach doesn't require the costs of research and portfolio managers, while the resulting low portfolio turnover makes them especially tax - efficient outside tax shelters like RRSPs, RRIFs or TFSAs.

That said, one must recognize that the extremely low portfolio turnover (10 % to 15 %) partly compensates for that.

OCM Gold Fund has historically low portfolio turnover of less than 10 % per annum.

It is renowned for having a very low Portfolio Turnover ratio, which is at 13 %.

However, VTSAX very rarely has capital gains distributions anyway, because of its very low portfolio turnover and careful capital loss harvesting on the part of the fund advisors.

An index mutual fund is said to provide broad market exposure, low operating expenses and low portfolio turnover.

Patient funds are those which trade relatively infrequently, i.e., funds with long holding durations or low portfolio turnover.»

Instead of picking a fund just because it's in a category with high average returns, you should choose either an index fund, or a managed fund that has a clear and simple strategy, consistently good (but not spectacular) long - term returns, low portfolio turnover, high tax efficiency and economical annual expenses.

This type of fund specializes in broad market exposure, low portfolio turnover and inexpensive operating costs.

Now might also be a good time to consider investing in index funds, the benefits of which include broader market exposure, low operating expenses, and low portfolio turnover.

My choice is the Vanguard S&P Small - Cap 600 Index VIOO, +0.10 % which has 98 % of its portfolio in small - cap companies, with an average market capitalization of $ 1.4 billion and lower portfolio turnover than VTWO.

I'm seeking low expenses, smaller average company size, deeply discounted value (measured by a portfolio's price - to - book ratio, low portfolio turnover and broad diversification (a large number of companies in the portfolio) as well as concentration in the target asset class.

Lower brokerage costs as helps you lower your portfolio turnover rate.

Five: Because of their low portfolio turnover, index funds save taxes for their shareholders.

Similarly, thanks to their more passive approach to investing, ETFs typically have low portfolio turnover — the result of the buying and selling of securities — which can rack up costs.

Mawer Global Equity is another good choice with more or less similar characteristics in terms of low cost, low portfolio turnover and European exposure.

It also has structural advantages in terms of low cost and low portfolio turnover.

This fund also offers investors two structural advantages, namely low management expenses and low portfolio turnover.

Are there other products that could be used as substitutes that play a similar portfolio role, but which cost less and / or have a lower portfolio turnover?

This is mostly due to the fund's low portfolio turnover and direct distribution model.

Among those funds, choose the ones with the lowest expense ratios and the lowest portfolio turnover.

These include a bias for value stocks, low portfolio turnover that adds to the cost advantage and no dividend income.

It also has a low cost structure and low portfolio turnover: The average holding period of a security can be as long as seven years.

You should lean toward funds with lower portfolio turnover, preferably 40 % or below.

With a stay put, buy - and - hold shareholder clientele, you could benefit from very low annual costs, very low portfolio turnover and trading costs, and redemption fee «protection» from frequent early exits and churning by those with a short - term trading perspective.

A value investor can expect to have low portfolio turnover and a long holding period because it takes time for stocks to appreciate from the moment the position is made.