Friday, January 7, 2011

Total Number of Equity Holdings

A fund's Total Number of Equity Holdings refers to the number of different shares the fund has in its equity portfolio. For example a fund that tracks the S&P 500 might have up to 500 different shares in its portfolio. For active equity manager it is worth checking this number, a smaller number will mean a more concentrated (possibly riskier) portfolio, while a portfolio with many securities might be classed as a closet indexer.

Synonyms: Number of companies

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If you have any further questions or would like to add to this fund management term, then please submit your thoughts below.

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