Turner Large Growth Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 4 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.86 percent over the past year, 10.36 percent over the past three years, 20.41 percent over the past five years, and 6.41 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 33.9%
3 Years (Annualized) 10.4%
5 Years (Annualized) 20.4%
10 Years (Annualized) 6.4%

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily (at least 80% of its net assets) in equity securities of companies with large market capitalization that the adviser believes have strong earnings growth potential. The fund may buy and sell securities frequently as part of its investment strategy. The fund may also invest in foreign securities, including ADRs.

Fees

Fees are Average compared to funds in the same category.
Turner Large Growth Fund has an expense ratio of 0.94 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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