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What Is A Mutual Fund's Turnover?Turnover is a measure of a fund's trading activity based on the number of times a year that an average dollar of assets is reinvested. If a fund has $100 million in assets and sells $50 million worth of securities, the turnover ratio is 50 percent. High turnover can lead to high tax bills, which take a big bite out of your bottom line, unless the mutual fund is in your IRA (and therefore tax-exempt). If your investment is taxable, look for tax-efficient funds.
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A redemption fee is charged when you withdraw money from a fund. It's different from a back-end load in that a redemption fee goes back into the fund while a back-end load profits the fund company. Some funds will charge you both! A redemption fee ...
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Turnover is a measure of a fund's trading activity based on the number of times a year that an average dollar of assets is reinvested. If a fund has $100 million in assets and sells $50 million worth of securities, the turnover ratio is 50 ...
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