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Step 1
Locate the total net asset value of the portfolio for a given year. This information is located at the end of the portfolio's prospectus.
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Step 2
Note the total amount of purchased assets over the same year.
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Step 3
Note the total amount of assets sold over the same year.
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Step 4
Assess the last two results and take the lower amount.
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Step 5
Divide this number by the total net asset value of the portfolio determined in step 1. This result is the portfolio turnover rate.










