| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#298 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 11.74 percent over the past year, 9.81 percent over the past three years, 0.11 percent over the past five years, and 6.18 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.0% |
| 1 Year | 11.7% |
| 3 Years (Annualized) | 9.8% |
| 5 Years (Annualized) | 0.1% |
| 10 Years (Annualized) | 6.2% |
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. It may continue to hold securities of companies whose market capitalization is within such range at the time of purchase but whose current market capitalization may be outside of that range. While the fund typically invests in the equity securities of large sized companies, it may invest in companies of any size or in any industry. The fund may also invest in foreign securities, including ADRs.
Fees
Fees are High compared to funds in the same category.
Turner Large Growth Fund has an expense ratio of 0.93 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
