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
Portfolio Turnover 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!
Portfolio turnover -- 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 rates, etc.