| The Turner Funds Board of Trustees has approved changes to the Turner Micro Cap Growth Fund that will take effect on August 1, 2006. Details are here. |
The Turner Core Growth Fund recently celebrated its five year anniversary as a publicly offered mutual fund. The fund is a diversified large cap growth fund that has shown attractive returns against its Russell 1000 Growth Index benchmark. The strategy underlying the fund is the Turner Core Growth Equity institutional strategy which we have been managing since the firm's inception more than 16 years ago.
The Turner family of funds provides a broad selection of equity investments to individuals seeking an "institutional" style of management. Through the Turner family of funds, individual investors can access Turner’s investment management expertise with account minimums as small as $2,500.
True to its roots as an investment manager for pension plans, endowments, and other institutions, Turner’s portfolio managers emphasize a "no surprises" approach – seeking to invest within the lines of their investment objective, within the sector weightings reflected in their benchmarks, and with a commitment to communicate with investors openly and often about both Turner’s strategy and the overall investment climate.
Individuals can access the Turner funds any one of three ways: directly through Turner, through the major mutual fund supermarkets, and through their financial advisor. To learn more about how Turner can help you reach your goals, contact us today.
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Turner Spectrum Fund - Institutional Class Morningstar Alternative Investments Observer, 4Q 2009 The Turner Spectrum Fund is a multi-manager mutual fund that seeks long-term capital appreciation through investments in a number of long/short equity strategies offered by Turner Investment Partners. The strategy intends to rebalance its investment portfolio annually as of each December 31 to the following weightings:
TSPEX - Institutional Class TSCCX - Class C Turner Global Growth Equity Fund - Class I Dollar The Turner Global Growth Equity Fund invests primarily in a portfolio of equity and equity-related securities and is comprised of an actively managed portfolio of approximately 60-80 global growth stocks, generally with capitalisations of greater than US$2 billion (USD, at purchase) that Turner Investment Partners, Inc. believes have strong earnings prospects. The Fund is generally sector neutral to the MSCI World Growth Index (that is, its sector weightings will approximate those of the benchmark), and will typically be fully invested, with cash ranging from 0-3% of the Net Asset Value. Turner Global Growth Equity Fund Fact Sheet
Turner Global Growth Equity Fund - Class I Euro The Turner Global Growth Equity Fund invests primarily in a portfolio of equity and equity-related securities and is comprised of an actively managed portfolio of approximately 60-80 global growth stocks, generally with capitalisations of greater than US$2 billion (USD, at purchase) that Turner Investment Partners, Inc. believes have strong earnings prospects. The Fund is generally sector neutral to the MSCI World Growth Index (that is, its sector weightings will approximate those of the benchmark), and will typically be fully invested, with cash ranging from 0-3% of the Net Asset Value. Turner Global Growth Equity Fund Fact Sheet Turner US Core Growth Equity Fund - Class I Dollar The Turner US Core Growth Fund invests primarily in equity and equity-related securities issued by companies having their head office or exercising a predominant part of their activity in the United States. The Fund is comprised of an actively managed diversified portfolio of approximately 50 to 70 US companies generally with capitalisations of greater than US$2 billion (USD, at purchase) that Turner Investment Partners, Inc. believes have strong earnings growth potential. Turner US Core Growth Equity Fund Fact Sheet Turner US Core Growth Equity Fund - Class I Euro The Turner US Core Growth Fund invests primarily in equity and equity-related securities issued by companies having their head office or exercising a predominant part of their activity in the United States. The Fund is comprised of an actively managed diversified portfolio of approximately 50 to 70 US companies generally with capitalisations of greater than US$2 billion (USD, at purchase) that Turner Investment Partners, Inc. believes have strong earnings growth potential. Turner US Core Growth Equity Fund Fact Sheet Turner US Quantitative Broad Market Equity Fund - Class I Dollar The investment philosophy for the Turner US Quantitative Broad Market Equity Fund is that consistent out-performance relative to the Russell 3000 Index over a full market cycle may best be achieved by identifying the characteristics that are consistently predictive of future price out-performance by sector, and by investing in the companies that currently exhibit these predictive characteristics. The Fund's stock selection process is 100% quantitative, and is based on the Turner Investment Partners, Inc.'s proprietary quantitative model.
Turner US Quantitative Broad Market Equity Fund - Class I Euro The investment philosophy for the Turner US Quantitative Broad Market Equity Fund is that consistent out-performance relative to the Russell 3000 Index over a full market cycle may best be achieved by identifying the characteristics that are consistently predictive of future price out-performance by sector, and by investing in the companies that currently exhibit these predictive characteristics. The Fund's stock selection process is 100% quantitative, and is based on the Turner Investment Partners, Inc.'s proprietary quantitative model.
Turner International Core Growth Fund – Institutional Class The Turner International Core Growth Equity Fund is an actively managed portfolio of about 60 - 80 international growth equity stocks with capitalizations generally greater than $2 Billion. Holdings are broadly diversified in 10 market sectors and consist of shares of companies with strong earnings prospects, i. e., with Wall Street consensus earnings forecasts that on balance are higher than the average for the MSCI World Growth, x-US Index. TICGX - Institutional Class Turner Large Cap Growth Fund - Investor Class The Turner Large Cap Growth Fund invests primarily in common stocks and other equity securities of U.S. companies with large market capitalizations (i.e., over $5 billion) that Turner Investment Partners believes have strong earnings growth potential. The Fund will invest in securities of companies that are diversified across economic sectors and will attempt to maintain sector concentrations that approximate those of its current benchmark, the Russell Top 200 Growth Index. Portfolio exposure is generally limited to 5% of assets in any single issuer, subject to exceptions for the most heavily weighted securities in the Russell Top 200 Growth Index. |
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Turner Midcap Equity Fund - Institutional Class The Turner Midcap Equity Fund is an actively managed "blend" portfolio of about 60-80 growth and value stocks of medium-sized companies. Holdings in the Fund are broadly diversified in 9 market sectors and consist of growth stocks of companies that we think have favorable prospects and value stocks that we think have valuable return potential not reflected in their prices. TMCEX - Institutional Class Turner Midcap Equity Fund - Investor Class The Turner Midcap Equity Fund is an actively managed "blend" portfolio of about 60-80 growth and value stocks of medium-sized companies. Holdings in the Fund are broadly diversified in 10 market sectors and consist of growth stocks of companies that we think have favorable prospects and value stocks that we think have valuable return potential not reflected in their prices. PDF |
