Sentences with phrase «portfolio turnover ratio»

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

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).

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

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

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.

The higher the ratio, the higher the annual turnover is in the portfolio.

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.

A high turnover ratio indicates lot more activity in the portfolio.

This $ 642 million no - load fund, formerly known as Buffalo Science and Technology, sports a reasonable expense ratio of 1.01 % and portfolio turnover of 53 %.

This is especially true for funds with high turnover ratios, in which portfolio composition changes rapidly.

The one that is included with their free subscription is handy for listing funds according to 18 criteria, such as category, manager tenure, minimum initial purchase, load or no - load, expense ratio, star rating, past performance, turnover, and basic portfolio composition.

This year, your investment portfolio at Hylland Capital Management switched out 0 of its holdings for other investments, a turnover ratio of 0 %.

Of course, this is before taxes, and with a turnover ratio of 45 %, MOAT will generate its fair share of capital gains taxes in non-IRA portfolios.

Not after you factor in expense ratios, tracking errors, fund structure, portfolio turnover, and transaction costs.

In other words, the manager slowly and perhaps partially divests and acquires some positions, while still retaining others, even in fund or portfolio with a high turnover ratio.

If the fund in question is going to be held in a taxable account, I make sure to look at two additional metrics: the «tax cost ratio» (on the «tax» tab) and portfolio turnover (on the «quote» tab), both of which can give an idea of the fund's tax efficiency.

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.

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.

Funds with higher portfolio turnover rates (meaning the manager buys and sells more often) or funds that invest in less liquid securities (like micro-caps for example) will have higher Trading expense ratios.

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).

The authors examined if fund attributes such as expense ratios, portfolio turnover, manager tenure, recent past performance, fund size and the Morningstar mutual fund ratings can predict performance.

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.

It's a ratio, so if a mutual fund has 100 % turnover, the actual percentage of the portfolio traded was much less than 100 %.

For example, a turnover ratio of 100 % means that the portfolio manager turns over the entire portfolio in 1 year.