Sentences with phrase «portfolio turnover increases»

Higher portfolio turnover increases the transaction costs of buying and selling the individual securities in a mutual fund or other investment account.

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.

Not exact matches

TPU assists New York State Homes and Community Renewal Housing Finance Agency in the eligibility determination of potential landlords for entitlement to state loans / grants / tax credits, by investigating and vetting a potential landlord's financial soundness and mortgage holdings for signs of overleveraging within their portfolios or allegations of increased tenant turnover through harassment.

Similarly, as an investor, if your portfolio turnover decreases (which is often the result of a longer time horizon), your profit margin (in the context of investing, the amount of money you make on each $ 1 invested) must increase if you are to maintain the same level of annual returns on your overall portfolio.

Asset allocation funds may change portfolio holding allocations on a frequent basis, resulting in high portfolio turnover and more brokerage commissions from an increased amount of the purchasing and selling of securities.

Remember that portfolio turnover of 100 % can increase fund expenses by as much as 1 %.

The Fund may have high portfolio turnover, which could increase the Fund's transaction costs and an investor's tax liability.

As indices rebalance and weightings increase relative to market capitalization, turnover rates, which hover around 3 % among passive funds such as an S&P 500 Index portfolio, remain ultra low as managers focus on issues across the broad market.

Equal weighting solves the problem of concentrated positions, but it creates other problems, including higher portfolio turnover and increased costs.

High turnover of a portfolio increases its cost and reduces returns.

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.

Portfolio Turnover Risk: The Fund's high portfolio turnover will increase its transaction costs and may result in increased realization of net short - term capital gains (which are taxable to shareholders as ordinary income when distributed to them), higher taxable distributions and lower after - tax perPortfolio Turnover Risk: The Fund's high portfolio turnover will increase its transaction costs and may result in increased realization of net short - term capital gains (which are taxable to shareholders as ordinary income when distributed to them), higher taxable distributions and lower after - tax perfTurnover Risk: The Fund's high portfolio turnover will increase its transaction costs and may result in increased realization of net short - term capital gains (which are taxable to shareholders as ordinary income when distributed to them), higher taxable distributions and lower after - tax perportfolio turnover will increase its transaction costs and may result in increased realization of net short - term capital gains (which are taxable to shareholders as ordinary income when distributed to them), higher taxable distributions and lower after - tax perfturnover will increase its transaction costs and may result in increased realization of net short - term capital gains (which are taxable to shareholders as ordinary income when distributed to them), higher taxable distributions and lower after - tax performance.

Every time you buy or sell a stock, you face three costs that increase your portfolio turnover rater

High portfolio turnover also may result in increased realization of net short - term capital gains (which are taxable to shareholders as ordinary income when distributed to them), higher taxable distributions and lower the Fund's after - tax performance.

A high rate of portfolio turnover (i.e., 100 % or more) will result in increased transaction costs for the Fund in the form of increased dealer spreads and brokerage commissions.