REMS Real Estate Income 50/50 Platform
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond, VA 23235
Edward W. Turville,Lead Manager since December 30, 2010
Edward W. Turville, CFA, serves as the Managing Partner, Portfolio Manager and Chief Investment Officer of eal Estate Management Services Group since 1997. Mr. Turville has been Managing Director and Senior Portfolio Manager of Real Estate Management Services Group, LLC since its inception in May 2002. Mr. Turville has managed in real estate and REIT investments over the past 12 years and conducted research related to publicly traded real estate securities since 1970. As a partner at Dalton, Greiner, Hartman, Maher & Company (“DGHM”), Mr. Turville managed DGHM’s public real estate investments and created the DGHM REMS REIT product in 1997, serving as its portfolio manager from 1997 to 2000. From May 2000 to May 2002, Mr. Turville served as BIC’s Managing Director and Senior Portfolio Manager of the REMS REIT product. Mr. Turville earned a Bachelor of Commerce from Rice University and an M.S. in Accounting from Rice University.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.