Portfolio turnover rate

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Portfolio turnover rate

For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets.

Portfolio Turnover Rate

The ratio at which a portfolio trades the securities in it. A higher turnover rate indicates active management; if it becomes very high, this may indicate that the broker or manager is trading securities for the sake of collecting more fees. It is calculated as the trading volume of the portfolio as a percentage of the entire portfolio. See also: Prudent person rule.
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institutional investors' (126) portfolio turnover rates spanning
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(25.) The US calculation of mutual fund portfolio turnover rates is
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the impact the portfolio turnover rate has on total returns.
objective and may have a portfolio turnover rate of over 100% annually.
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The results contribute to the literature by demonstrating the determinants of the portfolio turnover rates and the factors that distinguish investment funds.
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(b) Portfolio turnover rate is calculated by relating total new purchases and sales of stock to the average real capital of each fund in a year; the figures refer to the average annual rate over a three-year period (1987-89).
Swedish wage-earner funds: an experiment in economic democracy

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