Glossary Term

Portfolio Turnover

Rate at which holdings are bought and sold in a fund.

Detailed Definition

Turnover indicates trading frequency and may affect transaction costs and style consistency.

Extremely high turnover can increase cost friction.

A lower-turnover fund often reflects longer holding periods.

How to Choose Mutual Funds

Use a practical checklist to evaluate fund fit, consistency, cost, and overlap.

Tax Planning with Mutual Funds

Apply tax-aware decisions without compromising fund suitability and long-term portfolio quality.