4 / 5 Stars
4 4 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#25 in Small Growth
U.S. News evaluated 215 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 36.66 percent over the past year, 16.10 percent over the past three years, 23.16 percent over the past five years, and 10.03 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||23.2%|
|10 Years (Annualized)||10.0%|
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 Russell 2000 Growth Index. The fund may continue to hold securities of companies whose market capitalization is within such range at the time of purchase but whose current market capitalization may be outside of that range. It 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.