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: | 34.56M | | Year-to-Date Return: | -51.93% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-99 |
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Robert E. Turner
Lead Manager since
01-Jul-99 | | | Robert E. Turner co-founded Turner Investment Partners in 1990. In addition to his roles as chairman and chief investment officer, he is lead portfolio manager for the large cap growth portfolios at Turner. He developed the equity investment process that is the basis for all of Turner Investment Partners growth equity investments. He is a member of the analyst team that covers the technology and telecommunications sector. He has 27 years of investment experience. |
| 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 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
| N/A | | Last Cap Gain
(7-Dec-00):
| 3.93 | | Annual Holdings Turnover
| 220.00% | | Average for Category:
| 97.51% |
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| Expense | TTOPX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$425 | $615 | | 5 Yr Expense Projection*: |
$760 | $944 | | 10 Yr Expense Projection*: |
$1,706 | $1,866 |
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2.63% Nasdaq 0.00%
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