Turner Midcap Equity Instl
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
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Phone: 800-224-6312
| Category: | Mid-Cap Growth | | Fund Family: | Turner Investment Partners | | Net Assets: | 1.20M | | Year-to-Date Return: | 12.23% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jan-07 |
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Steven L. Gold
Lead Manager since
31-Jan-07 | | | senior portfolio manager/security analyst ? 24 years experience ? Joined Turner in 2004 ? Previous employment: Standish Mellon Equity, Aetna Life & Casualty |
| 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: | $5,000 | | Min Subsequent Investment, AIP: | $5,000 |
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| The investment seeks long-term capital appreciation. The fund invests 80% of net assets in common stocks and other equity securities of companies with medium market capitalizations. It may invest in securities convertible into madcap equity securities and securities issued by non-U.S. mid-cap companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 168.00% | | Average for Category:
| 132.16% |
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| Expense | TMCEX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.11% Nasdaq 
0.01%
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