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Invesco Holdings Turnover vs. Holdings Turnover |
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Invesco Van Kampen Insured Tax is rated below average in holdings turnover among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 0.72 of Year to Date Return per Holdings Turnover. The ratio of Holdings Turnover to Year to Date Return for Invesco Van Kampen Insured Tax is roughly 1.40 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. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late. Invesco is currently under evaluation in year to date return among similar funds.
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Invesco is currently under evaluation in holdings turnover among similar funds. VMTIX  AMEX Invesco Van Kampen Insured TaxOther Invesco Fundamental Comparison |
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