Sentences with phrase «one's portfolio turnover»

Analysis of portfolio turnover rates of the funds in our sample suggests holding periods of closer to twenty months.

Buy actively managed mutual funds with high portfolio turnover rates.

This strategy has resulted in outstanding small - cap long - term performance with average annual portfolio turnover of under 50 %.

The fund's portfolio turnover ratio has been in the range of from 76 % to 100 + % over the years.

Some mutual funds, including money market funds that invest in municipal bonds and stock or bond funds with limited portfolio turnover, may limit your taxable income.

When we make an investment, we take a patient, long term investment horizon and expect to hold the stock for at least five years, keeping portfolio turnover low.

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

In addition, included index funds have significantly reduced investment portfolio turnover which is associated with lower securities trading expenses.

That's not a huge surprise since portfolio turnover on active funds is usually much greater than on index funds.

That's because portfolio turnover cuts into your profits.

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

The automated application that you use to screen mutual funds should allow you to screen for portfolio turnover.

The more portfolio turnover there is, the more that is lost to taxes.

The more portfolio turnover there is, the more that is lost to taxes.

If you hold bond funds in taxable retail accounts, you can reduce your tax bill by using funds that seek to minimize portfolio turnover that can generate capital losses.

The article talked about how mutual fund companies are changing managers more frequently and those changes are causing portfolio turnover which triggers capital gains distributions.

Therefore, implementing this strategy in combination with other fundamental factors with lower overall portfolio turnover may be more practical than implementing it as a single - factor strategy.

The result is expressed as a percentage, with 100 % implying a complete portfolio turnover within one year.

Another negative aspect of high portfolio turnover comes from the tax man.

If you have modest portfolio turnover — say 20 % annually — you would therefore be paying fees of between 0.4 % and 1 %.

The turnover as shown in the chart above is composite as it includes both equity and debt portfolio turnover.

In recent times, the equity portfolio turnover has been above 100 %.

It operates with minimal expenses and with no advisory fees, with tiny portfolio turnover, and with high tax efficiency.

High portfolio turnover does not usually produce great returns (there are notable exceptions).

Its widely diversified portfolio and bias to value stocks contribute to a decent risk profile, with acceptable portfolio turnover just above 100 %.

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

The fund is fairly diversified and operates with a low cost structure and moderate portfolio turnover.

I also want to keep portfolio turnover down and thus reduce costs.

Moreover, they have portfolio turnover appropriate to the duration of the underlying investments.

That's because a high portfolio turnover rate cuts into your profit.

Day traders tend to have super high portfolio turnover rates, which leads to trading costs and short - term taxes cutting into your profits.

As a long - term dividend growth investor, when I purchase shares of a company, I hope to hold my ownership stake forever and keep portfolio turnover as low as possible.

That's because portfolio turnover increases the amount of taxes that must be paid on capital gains and boosts the total amount of commission dollars that must be paid in a given year.

This strategy has resulted in outstanding small - cap long - term performance with average annual portfolio turnover of under 50 %.

There's less portfolio turnover, which leads to fewer trading costs since the index fund portfolio changes only when the underlying index changes.

You will also cut your investment tax payments, because portfolio turnover will be lower.

By contrast, many actively managed stock funds have portfolio turnover of around 60 % or 70 %, which means they're typically holding shares for roughly 18 months.

Reducing portfolio turnover has the biggest impact on individual investor expenses; the lower your turnover, the better off your investment account.

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

SCREENED INVESTING FUNDS TYPICALLY ARE PASSIVE INDEX TRACKING INVESTOR FUNDS: Due to the fact that these much lower cost no load investment funds tend to be index investment funds, they also tend to have far lower investment asset turnover when compared to the far higher securities portfolio turnover churning of non-index, actively managed funds.