| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
1
1
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#309 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.67 percent over the past year, 11.73 percent over the past three years, 2.82 percent over the past five years, and 9.23 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.8% |
| 1 Year | 12.7% |
| 3 Years (Annualized) | 11.7% |
| 5 Years (Annualized) | 2.8% |
| 10 Years (Annualized) | 9.2% |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily at least 80% of its net assets in companies with projected strong earnings growth across a variety of industries and sectors where new products and services are being developed and marketed. The adviser strives to find leading companies in rapidly growing industries such as business services, computer and digital products, financial services, Internet-related companies, medical technology, retail, and telecommunications. The fund does not invest more than 50% of its assets in any one sector of the economy and does not invest more than 25% in any one industry or group of industries.
Fees
Fees are Above Average compared to funds in the same category.
Turner All Cap Growth Fund has an expense ratio of 0.86 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
