Turner Midcap Growth Investor
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: | 828.18M | | Year-to-Date Return: | 36.96% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-96 |
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Christopher K. McHugh
Lead Manager since
01-Oct-96 | | | ? MBA - Finance (Saint Joseph?s University); BS - Accounting (Philadelphia University) ? 23 years experience ? Co-founded Turner in 1990 ? Previous employment: Provident Capital Management ? Board of Trustees - Philadelphia University ? Affiliate member of CFA Society of Philadelphia |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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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
(7-Dec-00):
| 3.07 | | Annual Holdings Turnover
| 157.00% | | Average for Category:
| 132.16% |
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| Expense | TMGFX | 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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