2 / 5 Stars
2 2 5 4 3
Zacks Investment Research
Standard & Poor's
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.
The fund has returned 9.38 percent over the past year, and 2.51 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.8%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Turner Spectrum Fund has an expense ratio of 1.48 percent.
Risk is Low compared to funds in the same category according to Morningstar.