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Symbol Name Inst. Rating* Comments
Domestic - Large Growth
The Turner Core Growth Fund is a diversified large cap growth fund that invests primarily in common stocks and other equity securities of U.S. companies that Turner considers to have strong earnings growth potential. Generally, the Fund will invest in companies with a market capitalization of $3 billion or greater at time of purchase. The number of holdings in the Fund will range between 60-80 stocks.

The Turner Large Cap Growth Fund invests in stocks and other securities of U.S. companies with large market capitalizations (over $5B) that we believe 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.
The Turner Concentrated Growth Fund is a non-diversified multi-cap growth portfolio that invests primarily in common stocks and other equity securities of U.S. companies that Turner considers to have strong earnings growth potential. Generally, the Fund will invest in companies with a market capitalization of $3 billion or greater at time of purchase. The number of holdings in the Fund will range between 20-30 stocks.


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