Portfolio Turnover Reports

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Last updated: Oct 03, 2023 by Nancy Cohn (Deactivated)
1 min read

Portfolio Turnover reports display the activity level for the fund, which is an indicator of the future effect of transaction costs on the returns for the fund. You can use portfolio turnover exclude rules in Eagle Accounting to filter the Eagle data warehouse holdings and transactions used for reporting. You must perform several setup tasks before you can submit the reports for processing. 

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