Sentences with phrase «lower turnover ratio»

Ensure you invest in a fund with a lower turnover ratio.

For funds - If money managers are investing client cash in funds, the goal is to look for funds with low turnover ratios for your taxable accounts, Hagen said.

If you can find a value fund with a low expense ratio and low turnover ratio, your chances of beating the index are greatly increased.

Which excludes dividends... so hopefully, it provides a good indication of what my performance would have been on a net basis, i.e. after fees (& bid - ask spreads)(again, noting my rather low turnover ratio).

[Again, please note regular dividends are excluded from returns — which hopefully provides a reasonable indication of likely net performance, e.g. after fees (& bid - ask spreads)(and noting a low turnover ratio).

[Again, please note regular dividends are excluded from my returns — which hopefully provides a good indication of likely net performance, e.g. after fees (& bid - ask spreads)(& noting a low turnover ratio).

If a fund was holding Microsoft since the 80's until it got to certain level, then the plan was to sell it all, then a fund with a low turnover ratio for a long time would suddenly have a very high ratio.

Not exact matches

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Obviously his scoring and usage were down, but in that 2007 - 08 season he had the highest FG %, eFG % and TS %, as well as his lowest assist / turnover ratio, while still having his second highest WS year (only behind 2000 - 01)... all of that while playing all 82 games and leading the league in minutes played in his 12th NBA season.

Using high surface area (high aspect ratio) photoelectrodes opens the door to compensate low electrocatalytic activity (due to low turnover frequencies or low catalyst mass loadings) with high surface area.

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

The fund's lack of front sales charge, coupled with a low expense ratio and turnover as well as small historical distributions of only dividend income, partially offset its unimpressive performance.

This $ 1.6 billion no - load fund sports a relatively low 0.87 % expense ratio and has a 73 % turnover.

A positive note: the portfolio turnover ratio is very low, resulting in low trading expenses.

Despite a relatively low expense ratio and turnover of the fund, its performance further suffered from a hefty front load (not included in the above analyses).

This $ 5.5 billion no - load fund sports a competitive 0.88 % expense ratio and low 14 % turnover.

This mid-cap growth fund boasts $ 2.7 billion in AUM, an average expense ratio of 1.32 %, and a relatively low turnover of 15.6 % (three - year average).

On the other hand, the expense ratio of the Schwab fund is lower, and its index generally should have lower turnover and therefore lower trading costs.

In addition, using the turnover rates, WAMC ratios, and effective Ns as inputs to a model developed by Research Affiliates employees Michael Aked and Max Moroz, the authors determined that the constraints materially lowered the simulated portfolios» implicit trading costs.

This $ 838 million small - cap growth fund has a 1.10 % net expense ratio (after a 0.40 % «expense limitation» currently in effect through January 2017) and a low 12 % turnover.

This concentrated $ 581 million fund has a net front sales load of 5.26 % (assessed on a purchase of up to $ 50,000), minimum initial investment of $ 25,000, net expense ratio of 1.26 %, and relatively low turnover of 23 %.

This $ 11 billion fund sports a relatively low 0.76 % expense ratio but has a high 102 % turnover.

This $ 24.8 billion fund has an expense ratio of 0.74 % to 1.25 % (depending on the share class) and a relatively low turnover rate of 35 % in the past calendar year.

While they are generally more inexpensive than their regular bond counterparts in terms of expense ratios due to their lower portfolio rebalancing and turnover, it is also true that they usually incur wider bid - ask spreads due to the low volumes triggered by the inactive trading thereby increasing the total cost of investments in them.

This $ 16.7 billion no - load fund sports a relatively low 0.53 % expense ratio but has a somewhat elevated turnover of 77 %.

This $ 20.7 billion no - load fund has a competitive 0.84 % expense ratio and a relatively low turnover rate of less than 28 %.

This is, in part, offset by its low turnover rate and expense ratio.

And it probably gives readers / investors a better idea of what performance might look like after trading costs, fees, etc. (though I would note my portfolio turnover ratio is very low).

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