The portfolio turnover ratio is important to consider before purchasing a mutual fund or a similar financial instrument, as it affects the investment return of the fund. Generally speaking, a low turnover ratio is desirable over a high turnover ratio. The rationale is that there aretra...
Learn about portfolio turnover. Understand what a high portfolio turnover rate is, examine the formula to calculate investment turnover, and learn...
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The coinsurance clause will only be in effect at the event ofpropertyloss. During a loss, the insurance limit and the required amount to be used for insurance based on the coinsurance percentage are compared and must have a ratio equal to or greater than one, else, a penalty will be given...
Information ratio is the portfolio’s alpha or excess return per unit of risk, as measured by tracking error, versus the portfolio’s benchmark. R squared measures how well an investment’s returns correlate to an index. An R squared of 100 means the portfolio performance is 100% correlated...
Turnoverj,t−1, Returnj,t−1, and Fundflowj,t−1 refer to fund j’s net asset, total net asset of its family fund, fund age, expense ratio, turnover ratio, historical performance, and net capital inflow in quarter t−1, PhDj,t, Genderj,t, Teamsizej,t, and Tenurej,t ...
Question: How to compute/create a tangent portfolio? Answer and Explanation: A tangent portfolio is one that that obtains the highest possible sharp ratio, which gives it the best relative performance in terms of risk. The way... Learn more about this topic: ...
In addition, cost-conscious fund investors should take note that the transactionalbrokerage feecosts are not included in the calculation of a fund'soperating expense ratioand thus represent what can be, in high-turnover portfolios, a significant additional expense that reduces investment return. ...
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