Turner Medical Sciences Long/Short Fund

Scorecard
5 / 5 Stars
Lipper
4 4 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
---
TheStreet.com
B+ (Buy)

U.S. News evaluated 52 Market Neutral Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Turner Funds funds

See full Market Neutral rankings

See more fund rankings

Performance

The fund has returned 20.80 percent over the past year, and 6.20 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 3.8%
1 Year 20.8%
3 Years (Annualized) 6.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more TMSEX performance

Summary

The investment seeks capital appreciation. The fund invests primarily (at least 80% of its net assets) in stocks of companies engaged in the health care sector using a long/short growth strategy in seeking to capture alpha, reduce volatility, and preserve capital in declining markets. Its holdings may generally range from small companies with over $250 million in market capitalization at the time of purchase to larger, established firms in the health care industry. The fund typically holds between 15 and 75 securities long, and between 15 and 75 securities short.

Fees

Fees are Low compared to funds in the same category.
Turner Medical Sciences Long/Short Fund has an expense ratio of 1.53 percent.

See more TMSEX fees

Risk

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

See more TMSEX risk