Portfolio turnover

Portfolio turnover,

Definition of Portfolio turnover:

  1. The amount of time averaged from the time an investment is funded until it is repaid or sold.

  2. The portfolio turnover measurement should be considered by an investor before deciding to purchase a given mutual fund or similar financial instrument. After all, a firm with a high turnover rate will incur more transaction costs than a fund with a lower rate. Unless the superior asset selection renders benefits that offset the added transaction costs they cause, a less active trading posture may generate higher fund returns.

  3. Portfolio turnover is a measure of how frequently assets within a fund are bought and sold by the managers. Portfolio turnover is calculated by taking either the total amount of new securities purchased or the number of securities sold (whichever is less) over a particular period, divided by the total net asset value (NAV) of the fund. The measurement is usually reported for a 12-month time period.

How to use Portfolio turnover in a sentence?

  1. Growth mutual funds and any mutual funds that are actively managed tend to have a higher turnover rate than passive funds.
  2. Portfolio turnover is a measure of how quickly securities in a fund are either bought or sold by the fund's managers, over a given period of time.
  3. There are some scenarios in which the higher turnover rate translates to higher returns overall, therefore mitigating the impact of the additional fees.
  4. Funds that have a high rate usually incur capital gains taxes, which are then distributed to investors, who may have to pay taxes on those capital gains.
  5. The rate of turnover is important for potential investors to consider, as funds that have a high rate will also have higher fees, to reflect the turnover costs.

Meaning of Portfolio turnover & Portfolio turnover Definition

Portfolio Turnover,

Portfolio Turnover Definition:

  1. Portfolio Turnover can be defined as, Portfolio business is a measure of how often managers buy and sell fund assets. A portfolio is a business divided by the total assets of the fund (NAV) divided by the total number of securities bought or sold in a given period (whichever is less). Measurements are usually made for 12 months.

    • Portfolio turnover is a measure of how quickly an investment manager buys or sells securities in a fund over a period of time.
    • Business rates are important for potential investors because higher funds also have higher costs to reflect the selling price.
    • High-level mutual funds are generally subject to capital gains tax, which is then distributed to investors who may have to pay capital gains tax.
    • Development of mutual funds and all active mutual funds have higher business rates than inactive mutual funds.
    • There are some scenarios in which a higher turnover rate translates into higher total returns, thus minimizing the impact of additional costs.

Literal Meanings of Portfolio Turnover

Portfolio:

Meanings of Portfolio:
  1. Loose sheets of paper, such as large, thin, flat squares for drawings or maps.

  2. A series of investments made by an individual or organization.

  3. Position and function of Ministers of State or members of the Cabinet.

  4. Mention or participate in the employment model consisting of short-term contracts and part-time jobs, rather than the traditional single long-term employment model.

Sentences of Portfolio
  1. He picked up a large folder with the picture under his arm

  2. Better returns for your investment portfolio

  3. Get a portfolio for foreign affairs

  4. Portfolio careers allow women to balance work and family

Synonyms of Portfolio

portfolio, ring binder, equities, shares, document case, binder, investments, securities, file, holdings, bonds

Turnover:

Meanings of Turnover:
  1. How much money will the company need from time to time?

  2. The rate at which employees leave the workforce and take their place.

  3. Add a piece of flour to it and cover it with sweet filling.

  4. Loss of possession of the ball by the opposing team (in a game).

Sentences of Turnover
  1. About 4 million sales

  2. Due to the increase in staff, many young coaches have joined the program

  3. An apple orchard

  4. The team is on the front line, careful to avoid reversal

Synonyms of Turnover

rate of replacement, coming and going, change, gross revenue, movement, income, yield, revenue