Turner Concentrated Gr Investor
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
Map
Phone: 800-224-6312
| Category: | Large Growth | | Fund Family: | Turner Investment Partners | | Net Assets: | 37.96M | | Year-to-Date Return: | 39.49% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-99 |
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Robert E. Turner
Lead Manager since
01-Jul-99 | | | ? 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: | $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 long-term capital growth. The fund invests at least 80% of net assets in common stocks and other equities of U.S. companies, regardless of their market capitalization. It typically has a core position of 15 to 30 stocks and may invest up to 25% of assets in cash or cash equivalent securities in instances where it believes that appropriate buying opportunities are not available. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(7-Dec-00):
| 3.93 | | Annual Holdings Turnover
| 348.00% | | Average for Category:
| 112.30% |
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| Expense | TTOPX | 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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