Clifford, Christopher P., Bradford D. Jordan, and Timothy B. Riley, 2014, Average funds versus average dollars: Implications for mutual fund research, Journal of Empirical Finance 28, 249- 260.Clifford, Christopher, Bradford Jordan, and Timothy Riley. 2014. Average funds versus average dollars:...
Mutual Funds: A measure of trading activity during the previous year, expressed as a percentage of theaveragetotal assets of the fund. A turnover ratio of 25% means that the value of trades represented onefourth of the assets of the fund. Finance: The number of times a given asset, such...
While all are tracking the same index, their returns can differ slightly for reasons: management fees (expense ratios), trading costs, cash management strategies, and securities lending practices. Some funds earn extra income by lending securities to short sellers, while others might keep small cash...
We recommend spreading out your investments evenly between four types ofgrowth stock mutual funds—growth and income, growth, aggressive growth, and international—that allow you to add stocks from dozens or even hundreds of companies to your retirement portfolio. That way, you build a diversified ...
ETFs Tracking Other Mutual FundsMutual Fund to ETF Converter ToolWe’re sorry, there are no active ETFs associated with this index.Sort By: Largest in Assets Highest YTD Returns Lowest Expense Ratio Overview Returns Fund Flows Expenses Dividends Holdings Taxes Technicals Analysis Realtime Ratings...
8 Top-Performing Fidelity Funds Here's a look at which Fidelity mutual funds have outperformed their peers over the past decade. Tony DongMarch 21, 2025 The 7 Best REIT ETFs These seven REIT ETFs are timely investments with dependable yields and good growth potential. ...
ETFs Tracking Other Mutual Funds Mutual Fund toETFConverter Tool Overview Returns Fund Flows Expenses Dividends Holdings Taxes Technicals Analysis Realtime Ratings ETFs Tracking The Dow Jones Industrial Average Yield Weight –ETFList ETFs tracking the Dow Jones Industrial Average Yield Weight are presented...
Mutual funds Exchange-traded funds (ETFs) Tax liencertificates The average annual returns in long-term real estate investing vary based on a number of factors—by the area of concentration in the sector. According to theNational Council of Real Estate Investment Fiduciaries(NCRE...
But you may have a different outcome because of the volatility of the actual returns incurred. What Is Average Annual Return (AAR)? The average annual return is shown as a percentage; it reports historical returns. You will see this percentage listed on equities or mutual funds. It ...
Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown....