Sentences with phrase «turnover funds run»

In selecting funds for inclusion, editors favor low - cost, low - turnover funds run by seasoned managers.

Not exact matches

They use a long - run sentiment index derived from principal component analysis of six sentiment measures: trading volume as measured by NYSE turnover; the dividend premium; the closed - end fund discount; the number of and first - day returns on Initial Public Offerings; and, the equity share in new issues.

Favourable attributes associated with boutiques include: 1: Managers who think independently 2: A lack of benchmark - hugging 3: A reasonable, incentive - based remuneration 4: Less run by committee, meaning decisions can be made quickly 5: Less bureaucracy and company politics to deal with than at big firms 6: Higher level of employee ownership and investment in own funds, aligning employee and client interests 7: Lower staff turnover

Although taxes and expenses are certainly significant factors to consider when it comes to portfolio turnover, perhaps the most important measure that it provides is how well the fund is being run behind the scenes.

But in fact, when Lynch started running the Magellan fund and was producing incredible 50 % + returns in the early years, his turnover exceeded 300 % every year for the first 4 years (in other words, the average length of time he held a stock was only 4 months).

I can almost guarantee that he never once thought about the tax implications of running a special situation fund that had higher turnover during that run (maybe he considered it if he happened to be getting ready to sell something right around the 1 year time period, but other than real minor things like that, he wasn't concerned with taxes).