The portfolio turnover ratio indicates the frequency of changes made in the fund manager’s portfolio. The lower amount of stocks bought or sold in a year, divided by the average assets under ...

A turnover ratio in excess of 100% means the portfolio has been completely changed. Last year, 54 out of the more than 300 domestic large-cap stock funds covered in AAII's mutual fund guide had ...

Expense ratios: Every fund selected on this list charges a net expense ratio of 0.2% or lower. Turnover rate: Each fund selected must have an annual portfolio turnover rate of less than 8%.

Quant leads the pack. As of October 31, 2023, the highest Turnover ratio was witnessed for Quant Mutual Fund. The ratio ranged from 456 per cent for the large-cap regular plan to 140 per cent for ...

Assume company Zander has the following numbers: Average total Assets = ($40,000 + $80,000) ÷ 2 = $60,000. Asset turnover ratio = $125,00 ÷ $60,000 = 2 ...