Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the fund total holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.Compare Thornburg to competition
Thornburg Holdings Turnover Assessment
According to company disclosure Thornburg Core Growth R3 has Holdings Turnover of 43.36%. This is 2.17% higher than that of Thornburg family, and about the same as Large Growth (which currently averages 43.36) category, The Holdings Turnover for all funds is 17.19% higher than the company.
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Thornburg is currently under evaluation in holdings turnover among similar funds.
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