3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#123 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 30.51 percent over the past year, 12.90 percent over the past three years, 22.78 percent over the past five years, and 8.27 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||8.3%|
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 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 was within such range at the time of purchase but whose current market capitalization may be outside of that range.
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.