Turner Midcap Equity Instl
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
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Phone: 800-224-6312
| Category: | Mid-Cap Growth | | Fund Family: | Turner Investment Partners | | Net Assets: | 90.00K | | Year-to-Date Return: | -38.78% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jan-07 |
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Steven L. Gold
Lead Manager since
31-Jan-07 | | | Gold has been with Turner Investment Partners since 2004. Prior to joining Turner, he was employed with Standish Mellon Equity and Aetna Life & Casualty. Previously, he was with Aetna Equity Investors as a investment officer in 1985. Gold holds the Chartered Financial Analyst designation. |
| 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: | $5,000 | | Min Subsequent Investment, AIP: | $25,000 |
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| The investment seeks long-term total return. The fund invests 80% of net assets in common stocks and other equity securities of companies with medium market capitalizations. It may invest in securities convertible into madcap equity securities and securities issued by non-U.S. mid-cap companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 98.00% | | Average for Category:
| 118.51% |
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| Expense | TMCEX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$5,005 | $697 | | 5 Yr Expense Projection*: |
$7,676 | $1,075 | | 10 Yr Expense Projection*: |
$10,162 | $2,114 |
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2.63% Nasdaq 0.00%
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