2 / 5 Stars
2 2 2 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#142 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap Growth 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 38.26 percent over the past year, 10.16 percent over the past three years, 25.82 percent over the past five years, and 8.34 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.7%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||25.8%|
|10 Years (Annualized)||8.3%|
The investment seeks capital appreciation. The fund invests primarily (at least 80% of its net assets) in equity securities of U.S. companies with medium market capitalizations that Turner believes have strong earnings growth potential. It invests in securities of companies that are diversified across economic sectors, and attempts to maintain sector concentrations that generally approximate those of the Midcap Growth Index. The fund may also invest in foreign securities, including ADRs.
Fees are Low compared to funds in the same category.
Turner Midcap Growth Fund has an expense ratio of 1.18 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.