Turner Spectrum Fund

2 / 5 Stars
1 1 5 4 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
C- (Hold)

U.S. News evaluated 110 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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The fund has returned 7.28 percent over the past year, and 1.77 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 2.1%
1 Year 7.3%
3 Years (Annualized) 1.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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. The fund invests its assets using the following five Investment Strategies: (1) Global Consumer; (2) Global Financial Services; (3) Global Medical Sciences; (4) Titan; and (5) 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.

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

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