The Drivers Module shows relationships between Baring High's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Baring High Yield Bond A USD Acc over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.
Baring High Yield Minimum Initial Investment vs. Holdings Turnover Fundamental Analysis
Baring High Yield Bond A USD Acc is currently considered the top fund in holdings turnover among similar funds. It is currently considered the top fund in minimum initial investment among similar funds making about 73.06 of Minimum Initial Investment per Holdings Turnover. 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.
|Holdings Turnover ( % )|
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.Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Baring High Yield Minimum Initial Investment Comparison