How Often Mutual Funds Change Holdings
How often do mutual funds change holdings? What the portfolio turnover ratio measures, and how many days old the holdings list on a fund page usually is.
#index funds
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When Do Index Funds Trade? ETFs vs Mutual Funds
When do index funds trade? An index ETF prices all day like a stock. An index mutual fund does not trade intraday: it fills at the NAV after 4 p.m.
Investing at All-Time Highs: What the Data Says
Should you invest at an all-time high? Every SPY record close on file, with the forward returns that followed and the deepest drawdown that began from one.
Can You Day Trade an Index Fund? ETFs vs Funds
Can you day trade an index fund? Index ETFs trade all session; index mutual funds price once at 4 p.m. ET and police round trips. Prospectus rules, quoted.
Price Return vs Total Return: The Real Gap
Price return vs total return: the S&P 500 headline index leaves out dividends. See the compounding gap measured over 20 years and where each version is used.