Turner Funds(2)

Concentrated in Growth

Turner Concentrated Growth Equity Fund

US> Large-Cap > Value

Dec 31, 2009

While funds that invest in few well-researched ideas can be volatile, they may also be positioned better to generate higher returns in the long run. William McVail, co-manager of Turner Concentrated Growth Equity Fund, keeps less than 30 names in the portfolio with a long-term strategy to stick to companies that deliver rising sales and earnings.

Independent at the Core

Turner Core Growth Fund

US> Small-Cap > Value

Apr 26, 2006

Independence and teamwork are key words at Turner, the investment company managing Turner Core Growth portfolio. Analysts are also owners, portfolio managers act as analysts and compensation depends on team results, all with the idea of putting the client first. Very much growth oriented, this large-cap portfolio has an above average focus on mid-cap stocks as it aims to participate in their run towards becoming large-cap names.