3 / 5 Stars
1 1 5 5 3
Zacks Investment Research
Standard & Poor's
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.
The fund has returned 8.23 percent over the past year, 0.61 percent over the past three years, and 3.54 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.1%|
|3 Years (Annualized)||0.6%|
|5 Years (Annualized)||3.5%|
|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. 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 Low compared to funds in the same category.
Turner Spectrum Fund has an expense ratio of 2.48 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.