Turner Spectrum Fund

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

U.S. News evaluated 107 Long/Short Equity 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 9.11 percent over the past year, and 2.27 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 9.1%
3 Years (Annualized) 2.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation through allocating its assets to various investment strategies. The fund allocates its assets to various investment strategies, each managed by a separate portfolio management team at the adviser. It invests its assets using the following six Investment Strategies: (1) Global Consumer; (2) Global Financial Services; (3) Global Medical Sciences; (4) Select Opportunities; (5) Titan; and (6) Global Resources and Infrastructure.

Fees

Fees are Above Average compared to funds in the same category.
Turner Spectrum Fund has an expense ratio of 1.73 percent.

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Risk

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

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