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

This article argues that evaluating mutual fund managers solely on returns is flawed, akin to judging a cricketer only by ...

RDIV's high yield and low P/E ratio may not offset risks like poor dividend safety and slow growth. Click here to find out why RDIV stock is a Hold.

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 ...

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

Personal Finance: In this video, we break down the concept of the turnover ratio in mutual funds—what it is, how it’s calculated, and why it’s important for investors. Whether you're a ...

Quant leads the pack. As of October 31, 2023, the highest Turnover ratio was witnessed for Quant Mutual Fund. The ratio ranged from 456 per cent for the large-cap regular plan to 140 per cent for ...

Diversification in a fund is determined by two variables: the relative weight of the 10 largest holdings in a fund and the fund's turnover ratio, which is the rate at which a fund replaces its ...

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. Advisor Insight ...

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).

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.