Turner Emerging Growth Fund

Scorecard
3 / 5 Stars
Lipper
3 4 4 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

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.

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Performance

The fund has returned 42.89 percent over the past year, 16.33 percent over the past three years, 26.70 percent over the past five years, and 10.50 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.9%
1 Year 42.9%
3 Years (Annualized) 16.3%
5 Years (Annualized) 26.7%
10 Years (Annualized) 10.5%

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Summary

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

Fees are Above Average compared to funds in the same category.
Turner Emerging Growth Fund has an expense ratio of 1.15 percent.

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Risk

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

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