Turner Large Cap Growth Institutional
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
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Phone: 800-224-6312
| Category: | Large Growth | | Fund Family: | Turner Investment Partners | | Net Assets: | 122.87M | | Year-to-Date Return: | 30.52% | | Yield: | 0.32% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jun-00 |
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Robert E. Turner
Lead Manager since
14-Jun-00 | | | ? MBA - (Bradley University); BS - Accounting (Bradley University) ? 28 years experience ? Co-founded Turner in 1990 ? Previous employment: Meridian Investment Company, Integon Corporation, McMillon/Eubanks, Andersen Consulting ? Board of Directors - Turner Funds, Bradley University; Advisory Board - City Team Ministries, Advisory Council - University of Notre Dame School of Architecture ? CFA Institute; CFA Society of Philadelphia |
| 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: | $50 | | 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 very large market capitalizations included in the Russell Top 200 Growth index. It may invest in securities of smaller companies that offer growth potential. |
| Last Dividend
(30-Dec-08):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 213.00% | | Average for Category:
| 112.30% |
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| Expense | TSGEX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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