Mutual Fund Annual Reports
Investment Portfolio: An investment portfolio comprises the assets (securities) held within a mutual fund.
Portfolio Turnover: Portfolio turnover is the percentage of the portfolio’s investment that are bought and sold in one year. A fund with a portfolio turnover rate of 100 percent means they effectively bought and sold every security in the portfolio. High portfolio turnover increases transaction expenses and often reduces your rate of return.
Charts and Graphs: Many mutual fund reports include charts and graphs. A line graph may compare the growth of a $10,000 investment in the fund to the growth of similar investments over five years, ten years, or over the life of the fund. Pie charts are used to show the % of each type of investment in the fund: C.S., bonds, and cash.