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 Fund Investment Corner, Please share anything about Fund.

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Neo18
post Aug 9 2007, 03:04 PM

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QUOTE(ejleemy @ Aug 9 2007, 02:56 PM)
Old funds might not mean it holds stocks for years. It's all depend on the fund manager strategy. One can see how actively a manager is in trading the fund with this PTR (portfolio turnover ratio).

For a PTR = 1, means the portfolio turnover once every year.
For a PTR = 0.33, means the portfolio turnover once every 3 years.

Most smallcap funds have high PTRs and bluechip funds have low PTRs. But most do have a complete turnover once in <5 years from what I observed.
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where do u find this PTR ratio in the webpage?

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