Turner Midcap Growth Retirement
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: | 4.41M | | Year-to-Date Return: | -43.01% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Sep-01 |
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Christopher K. McHugh
Lead Manager since
01-Oct-96 | | | McHugh joined Tuner Investment Partners in 1990. He has 20 years of investment experience. Prior to 1990, McHugh was a performance specialist with Provident Capital Management from 1986 to 1990 and has been a member of Munders mid-cap core growth team responsible for cash management since the fourth quarter of 2006. . McHugh holds the Chartered Financial Analyst designation. |
| 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: | $25 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks and other equity securities of U.S. companies with medium market capitalizations which advisor believes have strong earnings-growth potential. The fund invests in securities of companies that are diversified across economic sectors, and attempts to maintain sector concentrations that approximate those of the Midcap Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 155.00% | | Average for Category:
| 118.51% |
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| Expense | TMIIX | Category
Avg | | Total Expense Ratio: | 1.68%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$467 | $697 | | 5 Yr Expense Projection*: |
$812 | $1,075 | | 10 Yr Expense Projection*: |
$1,785 | $2,114 |
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2.63% Nasdaq 0.00%
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