Source: AAII Blog

AAII Blog AAII Survey: Why Retail Investors Sell Mutual Funds

Mutual fund turnover typically measures the replacement of holdings in a mutual fund and is commonly presented to investors as a percentage over a one year period. If a fund has 100% turnover, the fund replaces all of its holdings over a 12-month period. However, you may discover that your mutual fund turnover rate is much higher than you expected. The typical managed...

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$100K-5.0M
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James B Cloonan

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70/100

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