Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
Activity score
Compare portfolio turnover rates and trading intensity across top investment funds to understand management style
Included in plans:
Premium
Elite

Understanding portfolio activity score

The Activity score measures portfolio turnover and trading intensity of top investment fund managers. By analyzing both position count changes and portfolio value movements, this metric reveals whether fund managers are active traders or passive buy-and-hold investors.
Portfolio turnover analysis provides critical insights into management style, focus and tax costs. High activity levels may indicate responsive portfolio management and tactical asset allocation, but also result in higher transaction costs and potential tax implications. Low activity suggests a patient, long-term investment approach with higher focus (value-style) and tax efficiency.
Count-based turnover
Percentage of holdings with position changes, revealing portfolio restructuring activity
Value-based turnover
Total portfolio value impacted by trading activity, weighted by position size

Why trading activity matters for investors

Investment strategy insight

Reveals whether fund managers are tactical traders, long-term value investors, or follow a balanced approach

Portfolio risk profile

Frequent portfolio changes may indicate reactive management style or disciplined rebalancing strategies

Tax implications

Higher trading activity means more potential tax implications, impacting overall investment expenses

How the activity score works

Our Activity score uses statistical z-score normalization to measure portfolio turnover and compare trading activity across all investment funds:
Data collection
• Tracks position changes (buys, sells, adds, trims) each quarter
• Calculates percentage of holdings with any activity
• Measures portfolio value impacted by changes
Score calculation
• Combines count-based and value-based turnover metrics
• Normalizes within each period across all funds
• Produces 0-100 score: higher = more trading activity
Period-based normalization ensures fair comparison of fund manager trading activity even as market conditions change over time.
By comparing activity levels within each reporting period, we account for market-wide trends where all managers may trade more actively during volatile conditions or remain steady during calm markets. This approach isolates individual manager behavior from broader market influences.
Want to see the activity score of your favorite fund?