Sentences with phrase «turnover than funds»

The Fund may have a higher portfolio turnover than funds that seek to replicate the performance of an index.

Not exact matches

Actively managed funds may have higher portfolio turnover than index funds.

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

TeenAnalyst Advice: Investors prefer mutual funds with lower turnover rates because they have lower fees than those with higher turnover rates.

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

They are working with impossibly tight funding; they may face high turnover of labor; they may be at the bottom of the food chain within their school district, viewed as little more than an annoying adjunct department vaguely linked with mystery meat, ladies in hairnets, and the persistent complaint that «school food sucks.»

As «Taking Care of Our Caretakers» shows, raising home and healthcare worker wages to $ 15 per hour will do more than just raise the wage — it will raise up New York's economy, save the state and local municipalities $ 330 million in public assistance funding, and halt the high turnover of workers in this critically important field.

The Teacher Retention and Turnover Research: Interim Report, funded by the Nuffield Foundation, also found that primary schools seem to be better able to accommodate part - time employment than secondary schools.

Those funds come entirely from the lower cost of teacher salaries, attributable to a higher than normal teacher turnover rate over the past year.

Although it is not listed in the fund prospectus, turnover ratio can have a substantial impact on a fund's performance and tax liability, and those who ignore this factor may be forfeiting more money than they realize over time.

There is also less turnover in ETFs than in most actively managed funds, resulting in lower trading costs and fewer taxable events, such as capital gains distributions.

However, some do a better job than others: funds with a lot of turnover can stick their investors with an unwelcome bill for capital gains, for example, though this is still likely to be less than the average actively managed equity mutual fund.

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).

As long as we are not frequently buying and selling to try and time the market, our turnover can remain as low, if not lower than an index fund.

Under normal circumstances, the anticipated portfolio turnover rate for the Fund is expected to be greater than 100 %.

In fact, we can (as we have seen) construct a portfolio with lower costs and lower turnover than even managers who exclusively use passive index funds.

Some funds are more tax - efficient than others (like funds with lower turnover and capital gains distributions).

Ideally, look for funds with turnovers less than 50 %.

Sector funds also tend to have higher turnover than other types of funds, so tax - conscious investors should pay close attention to capital gains distribution rates.

SELECTED INVESTMENT FUNDS USUALLY ARE PASSIVELY MANAGED INDEX FUNDS: Because lower cost no sales load investment company funds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing fFUNDS USUALLY ARE PASSIVELY MANAGED INDEX FUNDS: Because lower cost no sales load investment company funds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing fFUNDS: Because lower cost no sales load investment company funds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing ffunds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing ffunds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing ffunds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing fundsfunds.

In fact, many bond funds actually have much higher turnover than stock funds.

Here again, management expenses are relatively low and so is portfolio turnover, given the fund's average holding period of individual securities is more than three years.

Low - turnover funds (the manager trades less often than most) have usually out - performed those that trade frequently.

Despite a relatively low turnover, in each of the past four years the fund had significant long - term capital gain distributions, which made it much less tax - efficient than these two ETFs.

Equal - weighted index funds tend to have higher stock turnover than market - cap weighted index funds, and as a result, they usually have higher trading costs.

Equity index funds may also be more tax - efficient than actively managed stock funds due to a potentially lower investment turnover rate.

But this strategy also requires more turnover than cap - weighted funds and, as a result, can mean higher transaction costs.

For example, a turnover rate of 100 % indicates that a fund replaces every asset it held at the beginning of the year with something else at the end of the year — funds with turnover rates greater than 100 % average a holding period for a given asset of less than one year, and funds with turnover rates less than 100 % average a holding period for a given asset of more than one year.

This $ 20.7 billion no - load fund has a competitive 0.84 % expense ratio and a relatively low turnover rate of less than 28 %.

1) Start saving early by setting realistic goals 2) Ensure the asset allocation in your portfolio remains in sync with your level of risk aversion and overall investment objectives 3) Keep costs and taxes to a minimum by avoiding most high turnover actively managed mutual funds and opting for tax - deferred savings whenever possible (not only do their investments grow tax - sheltered but for most people their MTR at retirement would be lower than it is during their working years) 4) Balance your portfolio at least annually (some individuals may choose to do so semi-annually) 5) Hammer away at your debt first — for example, when it comes to contributing to an RRSP or TFSA vs. paying down your mortgage, ideally you should do both.

OCM Gold Fund has historically low portfolio turnover of less than 10 % per annum.

While the lower cost funds on this list tend to have quite low turnover, their turnover and associated trading costs will be higher than a fully passive S and P no load index fund that targets a broadly diversified US stock market index return.

In fact, some of the funds on this top 10 growth funds list have greater than 100 % annual turnover.

Doing this is likely to be a foolish strategy, since historical mutual fund return data tends to be much less reliable than picking much lower cost no load index investing funds with passive management, low turnover, and low fees.

Actively managed funds may have higher portfolio turnover than index funds.

Doing this tends to be an inferior strategy, because fund performance history is much less useful than picking low cost no sales charge index investment firm funds that are characterized by low fees, low turnover, and passive management.

While the lower cost funds on this list tend to have quite low turnover, their turnover and trading costs will be higher than a fully passive Top 10 S&P 500 index fund that targets a broadly diversified US stock market index return.

Active ETFs, like actively managed mutual funds, have more turnover than index ETFs because a portfolio managerPortfolio manager An investment professional who manages your investment portfolio.

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

A fund's use of «TBA rolls» may cause the fund to experience higher portfolio turnover, higher transaction costs and to pay higher capital gain distributions to shareholders, which may be taxable, than if it acquired exposure to mortgage pools through means other than TBA transactions.

Investors clearly understand that higher fees can have a negative impact on their net return, as is evident in the price war in mutual fund fees, but a few basis - points difference in visible fees is far less meaningful in performance impact than the often - large hidden costs.14 For example, switching from a low - turnover strategy to a sloppily constructed strategy that spends scores of basis points in incremental trading costs can cost the investor dearly in performance.15 The same holds true for the buyers of opaque high - fee products (hedge funds and illiquid private investments), for which substantial costs may be hidden from sight.

The fund's use of «TBA rolls» may cause the fund to experience higher portfolio turnover, higher transaction costs and to pay higher capital gain distributions to shareholders, which may be taxable, than if it acquired exposure to mortgage pools through means other than TBA transactions.

Civil Engineer — Duties & Responsibilities Responsible for civil engineering and construction projects valued in excess of $ 60 million Develop exposure to varied construction projects with both military and civilian applications Maintain, update, and create GIS and CADD data for use in Public Works civil engineering projects Coordinate data collection and project management with partner agencies and subcontractors Map utilities, environmental features, cultural resources, infrastructure, communication lines, and other features Utilize GPS and conventional surveying techniques to collect thousands of data points for detailed mapping Create and access spatial datasets in ArcSpatial Data Engine Develop and implement new mapping techniques using GIS software decreasing project turnover by 30 % Design and print large scale maps, drawings, and other items for use in engineering projects Set and strictly adhere to project timelines and budgets Manage construction contract negotiations, implementation, and funding Oversee finances identifying and resolving any errors or deviations of project budgets Direct office operations and support staff ensuring efficient, effective, and professional operations Serve as Civil Engineering instructor at the US Air Force Academy Lead classes in advanced GPS equipment operations, mapping, GIS software, and Terrasync data collection Develop new GIS, GPS, CADD curriculum for more than 1,200 cadets Implement instruction in Airfield Damage Assessment, MOS plotting, and combat skills Build and strengthen professional relationships with commanding officers, support staff, and business partners Perform all tasks with poise, integrity, and positivity