Turner Spectrum Inv
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
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Phone: 800-224-6312
| Category: | Large Blend | | Fund Family: | Turner Investment Partners | | Net Assets: | 5.34M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 07-May-09 |
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Bill McVail
Lead Manager since
06-May-09 | | | McVail is a principal with Turner Investment Partners, his employer since 1998. Prior to that, he served at BlackRock Equity Advisors from1995 to 1998. McVail holds the Chartered Financial Analyst designation. From 1987 to 1995 he worked as a fixed income research analyst and equity analyst for PNC Investment Management & Research. CFA Institute; 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: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation through allocating its assets to various investment strategies. The fund focuses on U.S. common stocks of any capitalization. It invests primarily in common stocks and other equity securities of U.S. and foreign companies that the adviser's portfolio management teams believe have superior (in the case of long positions) or inferior (in the case of short positions) return prospects. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | TSPCX | Category
Avg | | Total Expense Ratio: | 2.20%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 729 | $776 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,291 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,371 |
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0.34% Nasdaq 0.00%
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