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.
Turner’s dedicated Financial Advisors team of business development and client service professionals is responsible for marketing the Turner family of funds through financial advisors, financial consultants, and financial planners. By investing in the Turner funds, your clients join an elite group of institutional investors who have chosen Turner to manage a portion of their assets. Through the Turner Family of Funds, individual investors can access Turner’s investment management expertise with account minimums as small as $2,500.
Underlying the management of the Turner funds is an institutional approach to portfolio management that emphasizes disciplined research and portfolio construction (style purity), communication (no surprises), and a sector-focused research team. The Turner Funds are available as non-transaction fee (NTF) funds on all of the major mutual fund supermarket platforms.
The Financial Advisors team is committed to supporting your business by helping you help your clients meet their long-term investment goals. To learn more about what Turner can do for you, contact us today.
| On December 12, 2005, the Turner Funds declared capital gains distributions in compliance with Federal tax requirements. Details are here. |
| On December 30, 2005, the Turner Funds declared income distributions in compliance with Federal tax requirements. Details are here. |
 |
|
Turner Core Growth 130/30 Fund - Institutional Class The Turner Core Growth 130/30 Fund typically invests 100% of portfolio capital in long positions while 30% of the portfolio value is sold short. The proceeds from the short sales are then used to fund the purchase of the additional 30% of the portfolio's long investments. The net market exposure for each investment is generally 100%. TCGOX - Institutional Class Shares TCGTX - Investor Class Shares
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$3 billion (USD, at purchase) that Turner Investment Partners, Inc. believes have strong earnings prospects. The Fund is generally sector neutral to the Russell Global 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$3 billion (USD, at purchase) that Turner Investment Partners, Inc. believes have strong earnings prospects. The Fund is generally sector neutral to the Russell Global 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 60-80 US companies generally with capitalisations of greater than US$3 billion (USD, at purchase) that Turner Investment Partners, Inc. believes have strong earnings growth potential. Turner 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 60-80 US companies generally with capitalisations of greater than US$3 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 Midcap Core Equity Fund - Class I Euro The Turner US Midcap Core Equity Fund invests principally in a portfolio of 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 60-80 stocks with capitalisations generally between US$1 and US$8 billion (USD, at purchase) that Turner Investment Partners, Inc. believe have strong business momentum and reasonable prices. Turner US Midcap Core 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 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 Shares 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. |
|
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 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. 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 |
