A turnover ratio of 500% implies the fund manager has replaced all holdings in a portfolio five times in a year. Again, trading half of the holdings ten times in a year would also give us a ...

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 ...

Everyone in the investment industry wants a slice of your returns. That's why, as a long-term buy-and-hold investor, it pays to follow a few basic rules when picking mutual funds. Start by choosing ...

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 ...

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 ...

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 ...

Highest Turnover Ratio: Fund Name Category Turnover 1 Yr Return Zacks Rank Forward Tactical Enhanced A (FTEAX) Long/Short Equity 9956% -6.7% 3 Rydex Dow 2X Strategy A (RYLDX) Trading-Leveraged ...