Turner All Cap Growth Investor (TBTBX)
10.47
0.15(1.45%) Oct 1
| Prev Close: | 10.47 |
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| YTD Return*: | 17.91% |
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| Net Assets*: | 17.45M |
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| Yield*: | 0.29% |
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* As of 31-Aug-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 17.45M |
| Category: | Large Growth |
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| Annual Report Expense Ratio (net): | 0.86% |
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Performance & Risk
| YTD Return: | 17.91% |
| 5y Avg Return: | 7.35% |
| Rank in Category (ytd): | 18 |
| % Rank in Category (ytd): | 1.04% |
| Beta (3y): | 1.27 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks long-term capital appreciation.
The fund invests primarily at least 80% of its net assets in companies with projected strong earnings growth across a variety of industries and sectors where new products and services are being developed and marketed. The adviser strives to find leading companies in rapidly growing industries such as business services, computer and digital products, financial services, Internet-related companies, medical technology, retail, and telecommunications. The fund does not invest more than 50% of its assets in any one sector of the economy and does not invest more than 25% in any one industry or group of industries.
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