Sentences with phrase «turnover ratio gives»
When compared to funds of a similar style, a fund's turnover ratio gives a good indication of fund activism.
http://www.bestnoloadmutualfund.com/ Not exact matches
However, it also has a high turnover ratio of 86 %, which means the fund is regularly adding and subtracting stocks, which can lead to higher taxes for shareholders — though given the incredible performance of the fund, I doubt this has bothered most investors.
However, a fund's turnover ratio is often overlooked by less experienced investors when they evaluate a given fund.
We suggest institutions and fiduciaries evaluating an active manager should pay close attention to the expense ratio but give little heed to the 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.
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).