4 / 5 Stars
4 4 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#16 in Small Growth
U.S. News evaluated 219 Small 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 26.55 percent over the past year, 13.99 percent over the past three years, 20.01 percent over the past five years, and 10.19 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.8%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||10.2%|
The investment seeks capital appreciation. The fund invests primarily in equity securities of U.S. companies with small and very small market capitalization that the adviser believes have strong earnings growth potential. It also invests in securities of companies that are diversified across economic sectors and attempts to maintain sector concentrations that approximate those of the 2000 Growth Index. The fund may buy and sell securities frequently as part of its investment strategy. The fund may also invest in foreign securities, including ADRs.
Fees are Above Average compared to funds in the same category.
Turner Emerging Growth Fund has an expense ratio of 1.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.