Very Ag­gres­sively Buy­ing and Sell­ing

Financial Planning - - FINANCIAL-PLANNING.COM -

Clients who seek a buy-and-hold mu­tual fund port­fo­lio can still rack up higher trad­ing costs when their funds are reg­u­larly and ag­gres­sively buy­ing and sell­ing. We cre­ated a list of funds with at least $100 mil­lion in as­sets and with the high­est turnover ra­tios. We ranked those funds by three­year re­turns. The av­er­age turnover rate of th­ese 20 funds is 161%, the av­er­age ex­pense ra­tio is 1.2% and the av­er­age three-year re­turn is 14.2%. To see the list, go to:

Newspapers in English

Newspapers from USA

© PressReader. All rights reserved.