turnover rate of funds

简明释义

资金周转率

英英释义

例句

1.A high turnover rate of funds can lead to increased transaction costs for investors.

高的资金周转率可能导致投资者的交易成本增加。

2.A fund with a low turnover rate of funds may be more tax-efficient.

低资金周转率的基金可能更具税收效率。

3.The mutual fund's turnover rate of funds indicates how frequently the fund buys and sells its holdings.

该共同基金的资金周转率表明基金买卖其持有资产的频率。

4.Investors should consider the turnover rate of funds when evaluating the performance of a fund.

投资者在评估基金表现时应考虑资金周转率。

5.The turnover rate of funds in this portfolio is relatively low, suggesting a buy-and-hold strategy.

该投资组合的资金周转率相对较低，表明采用的是买入并持有策略。

作文

The concept of turnover rate of funds is crucial in the world of finance and investment. It refers to the rate at which a fund buys and sells its holdings over a specific period. A high turnover rate of funds indicates that the fund is actively trading its assets, while a low turnover suggests a more passive investment strategy. Understanding this metric can provide valuable insights into a fund's management style and its potential impact on returns.In financial markets, different types of funds exhibit varying turnover rates. For instance, equity mutual funds that focus on growth stocks might have a higher turnover rate of funds compared to those that invest in value stocks. This is because growth funds often react quickly to market trends and opportunities, necessitating frequent buying and selling. Conversely, value funds tend to hold their investments longer, believing that their true value will be recognized over time.Moreover, the turnover rate of funds can significantly affect the overall performance of an investment portfolio. High turnover can lead to increased transaction costs, which can erode returns. Each trade incurs fees, and frequent trading can also result in tax implications for investors, as short-term capital gains are typically taxed at a higher rate than long-term gains. Therefore, while a high turnover rate of funds may suggest an aggressive trading strategy, it is essential to consider the associated costs and risks.On the other hand, a low turnover rate of funds may indicate a more conservative approach, focusing on long-term investments rather than short-term gains. This strategy can be beneficial for investors seeking stability and lower transaction costs. However, it may also result in missed opportunities if the market experiences rapid changes that require quick action.Investors should not only look at the turnover rate of funds in isolation but also consider it alongside other metrics such as expense ratios, historical performance, and the fund manager's investment philosophy. A comprehensive analysis will help investors make informed decisions about which funds align with their financial goals and risk tolerance.In conclusion, the turnover rate of funds is a vital indicator of a fund's trading activity and management style. By understanding this metric and its implications, investors can better navigate the complexities of the financial markets. Whether one prefers a high or low turnover strategy, being aware of how turnover affects overall investment performance is essential for achieving long-term financial success.

“资金周转率”这一概念在金融和投资领域至关重要。它指的是一个基金在特定时期内买卖其持有资产的速度。高“资金周转率”表明该基金正在积极交易其资产，而低周转率则表明更为被动的投资策略。理解这一指标可以为我们提供有关基金管理风格及其对回报潜在影响的宝贵见解。在金融市场中，不同类型的基金表现出不同的周转率。例如，专注于成长股的股票共同基金可能会比投资价值股的基金具有更高的“资金周转率”。这是因为成长基金往往迅速对市场趋势和机会作出反应，迫使其频繁买卖。相反，价值基金倾向于长期持有其投资，因为他们相信其真实价值会随着时间的推移而被认可。此外，“资金周转率”还可能显著影响投资组合的整体表现。高周转率可能导致交易成本增加，从而侵蚀回报。每笔交易都会产生费用，频繁交易也可能导致投资者面临税务影响，因为短期资本收益通常比长期收益的税率要高。因此，虽然高“资金周转率”可能表明一种激进的交易策略，但考虑相关的成本和风险也是至关重要的。另一方面，低“资金周转率”可能表明一种更保守的方法，专注于长期投资而不是短期收益。这种策略对于寻求稳定性和较低交易成本的投资者可能是有利的。然而，如果市场经历快速变化需要迅速行动，也可能导致错失机会。投资者不应仅仅孤立地看待“资金周转率”，还应将其与其他指标结合考虑，例如费用比率、历史表现和基金经理的投资理念。全面的分析将帮助投资者做出明智的决策，以确定哪些基金与他们的财务目标和风险承受能力相符。总之，“资金周转率”是一个重要的指标，反映了基金的交易活动和管理风格。通过理解这一指标及其影响，投资者可以更好地驾驭金融市场的复杂性。无论是偏好高周转率还是低周转率策略，了解周转如何影响整体投资表现对于实现长期财务成功至关重要。