Turner Midcap Growth Inst
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: | 124.62M | | Year-to-Date Return: | 30.91% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Jun-08 |
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Christopher K. McHugh
Lead Manager since
01-Oct-96 | | | vice president/senior portfolio manager/ security analyst ? 23 years experience ? Co-founded Turner in 1990 ? Previous employment: Provident Capital Management ? Board of Trustees - Philadelphia University |
| 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 capital appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of U.S. companies with medium market capitalizations which advisor believes have strong earnings-growth potential. The fund invests in securities of companies that are diversified across economic sectors, and attempts to maintain sector concentrations that approximate those of the Midcap Growth index. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 157.00% | | Average for Category:
| 130.04% |
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| Expense | TMGEX | Category
Avg | | Total Expense Ratio: | 0.93%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 318 | $716 | | 5 Yr Expense Projection*: |
$ 559 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,250 | $2,071 |
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0.34% Nasdaq 0.00%
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