Most ETFs are index funds with very low portfolio turnover
and, therefore, very little in realized capital gains.
Limiting portfolio turnover
and managing the type of income produced impacts tax levels assessed.
Management and the Fund's investment adviser do not anticipate any material portfolio turnover
as a result of the proposed merger.
The Portfolio Turnover
Ratio Signal Strength & Criticisms
and Volatility: The portfolio balance may fluctuate substantially during the revolving period following securitisation term outs, however, the manager must ensure the required minimum CE is met and that the portfolio parameters are met after a three-month grace period.
For example, regarding portfolio turnover
and corresponding advisory fees, the SEC's posture is: Prove to us that your services are worth your fees -- you have too low portfolio turnover
to merit such a fee!
-- This is how often the stocks in a portfolio are replaced every year.
With regard to changes in the composition of share ownership, the researchers focus on quasi-indexers, which include institutions that have diversified holdings and low portfolio turnover
. These investors currently account for 60 percent of institutional ownership, and their ownership share has grown significantly since 2000.
Specifically, our overconfidence index includes manager's gender, manager's tenure, portfolio turnover
, portfolio concentration, prior performance, and idiosyncratic risk.
This study investigates the determinants of the portfolio turnover
indexes of actively managed stock investment funds in the Brazilian market.
We gave different weights to each parameter-40% to mid-cap and small-cap exposure, 30% to portfolio turnover
ratio, 20% to cash holding and 10% to volatility in returns.
The good news is that services provided by a DIM are not considered designated investment alternatives subject to detailed participant disclosure about expense ratios, performance history, portfolio turnover