Turner Quantitative Broad Market Eq Inst
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
Map
Phone: 800-224-6312
| Category: | Large Blend | | Fund Family: | Turner Investment Partners | | Net Assets: | 630.00K | | Year-to-Date Return: | 19.12% | | Yield: | 0.74% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-08 |
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David Kovacs
Lead Manager since
30-Jun-08 | | | Kovacs is a senior portfolio manager with Turner Investment Partners. Prior to 1998, he was a director of quantitative research and investment technology at Pilgrim Baxter & Associates. He has 18 years of investment experience. Kovacs holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $5,000 |
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| The investment seeks capital appreciation. The fund invests primarily at least 80% of assets in common stocks and other equity securities companies in the broad U.S. equity markets. It invests in securities of companies across market sectors and primarily seeks to maintain sector concentrations that approximate those of the Russell 3000 Index. |
| Last Dividend
(12-Dec-08):
| 0.06 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 118.00% | | Average for Category:
| 78.94% |
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| Expense | TBMEX | Category
Avg | | Total Expense Ratio: | 0.64%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 3,344 | $776 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,291 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,371 |
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1.23% Nasdaq 
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