3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#140 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 35.44 percent over the past year, 12.61 percent over the past three years, 26.32 percent over the past five years, and 8.92 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||26.3%|
|10 Years (Annualized)||8.9%|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets in equity securities of U.S. companies with small market capitalization that the adviser believes have strong earnings growth potential. It invests in securities of companies that are diversified across economic sectors, and will attempt to maintain sector concentrations that generally approximate those of the 2000 Growth Index. The fund may also invest in foreign securities, including ADRs.
Fees are Above Average compared to funds in the same category.
Turner Small Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.