2 / 5 Stars
2 1 1 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#207 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.78 percent over the past year, 8.02 percent over the past three years, 18.92 percent over the past five years, and 8.88 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.4%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||8.9%|
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 are Average compared to funds in the same category.
Turner All Cap Growth Fund has an expense ratio of 0.85 percent.
Risk is High compared to funds in the same category according to Morningstar.