News

A high or low turnover ratio is never an indicator of the fund's performance. High turnover ratio does not necessarily mean more profits or it does not assure high returns going forward. Similarly ...
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 ...
Learn what asset turnover ratio is, the formula, how to calculate it and how it measures a company's efficiency in generating revenue from its assets.
PAGRX - Permanent Portfolio Aggressive Growth I - Review the PAGRX stock price, growth, performance, sustainability and more to help you make the best investments.
Though not a key metric, the ‘portfolio turnover ratio’ can be considered essential while analysing mutual funds and understanding a fund manager’s strategy.
With an expense ratio of 0.015%, FSKAX is very cheap. Add this to a 2% annual portfolio turnover rate, and you get a versatile and cost-effective fund for a long-term buy-and-hold investment.
As a mutual fund investor, it is crucial to understand the turnover ratio and its implications on the overall returns of the chosen fund(s). The ratio indicates the frequency at which the fund ...
XMMO is a high-turnover portfolio of racy mid-caps picked from the S&P 400. XMMO has nice liquidity and a fairly adequate 34 bps expense ratio, especially assuming its turnover. Investors seeking ...
The turnover ratio is therefore simply the ratio of the rate of turnover. A turnover ratio of 500% implies the fund manager has replaced all holdings in a portfolio five times in a year.