Turner Small Cap Equity Instl
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
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Phone: 800-224-6312
| Category: | Small Growth | | Fund Family: | Turner Investment Partners | | Net Assets: | 5.09M | | Year-to-Date Return: | 5.24% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 02-Feb-09 |
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Thomas J. DiBella
Lead Manager since
04-Mar-02 | | | chief investment officer - core/value equities ? 26 years experience ? Joined Turner in 2002 ? Previous employment: Aeltus Investment Management |
| 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 primarily at least 80% of net assets in equity securities of small capitalization companies which are included in Russell 2000 index, that the adviser, TIM, believes have the potential for long-term growth and that are attractively priced. It may invest in securities convertible into small cap equity securities and securities issued by non-U.S. small cap companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 168.00% | | Average for Category:
| 132.21% |
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| Expense | TSEEX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 417 | $680 | | 5 Yr Expense Projection*: |
$ 734 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,632 | $2,174 |
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0.34% Nasdaq 0.00%
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