2 / 5 Stars
1 1 3 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#165 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 32.56 percent over the past year, 11.41 percent over the past three years, 15.12 percent over the past five years, and 6.74 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.0%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||15.1%|
|10 Years (Annualized)||6.7%|
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 are Average compared to funds in the same category.
Turner Large Growth Fund has an expense ratio of 0.69 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.