Turner Titan Fund

Scorecard
3 / 5 Stars
Lipper
2 2 5 3 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
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TheStreet.com
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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Performance

The fund has returned 12.22 percent over the past year, and 3.84 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year 12.2%
3 Years (Annualized) 3.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests in stocks of companies with primarily large capitalization ranges across all major industry sectors using a long/short strategy in seeking to capture alpha, reduce volatility, and preserve capital in declining markets. It typically holds between 75 and 125 securities long or short in the aggregate. Generally, the adviser attempts to maintain a typical long position size per holding and a typical short position size per holding between 0.5% and 5.0% of the fund's net assets.

Fees

Fees are Above Average compared to funds in the same category.
Turner Titan Fund has an expense ratio of 2.05 percent.

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Risk

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

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