XSMO trades at 17.44x forward earnings and offers a 21% one-year estimated earnings per share growth rate. Read why XSMO ETF ...

Schwab High Yield Bond ETF's low expense ratio and focused bond portfolio appeal to investors. Read here for more analysis of ...

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.

For instance, a low expense ratio, low turnover index fund with a sufficiently long tenure would be excluded if it only tracked small-cap stocks, value stocks or real estate investment trusts (REITs).

These can be a significant expense item for a fund with a high portfolio turnover. Lastly, if your fund has a sales charge (load), that fee is also not included in its expense ratio.

There are two components used to measure diversification: the overall weight of the fund's 10 largest holdings and the published annual turnover ratio for each fund.

Though not a key metric, the ‘portfolio turnover ratio’ can be considered essential while analysing mutual funds and understanding a fund manager’s strategy.

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 ...