TBMEX Rating, Research - Turner Quantitative Broad Market Eq Inst

Turner Quantitative Broad Market Eq Inst (tbmex)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 269

Threats + Weaknesses = 167

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tbmex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Turner Quantitative Broad Market Eq Inst (TBMEX) Description: TBMEX is a mutual fund, which is an investment that owns a basket of assets. The TBMEX mutual fund was provided by Turner and this investment vehicle derives the majority of its value from equity holdings (stocks). Turners mutual fund has a short management tenure and is in the small fund size classification. TBMEXs minimum initial investment amount is $250000 while the IRA minimum is $100000. TBMEXs expense ratio is roughly 1%. The latest TBMEXs front end load was 0% and the back end load was 0%. The Turner Quantitative Broad Market Eq Inst (TBMEX) mutual fund falls under the large-cap mixed category. TBMEX focuses its investments in USA and TBMEX is not affiliated with a particular industry or fund sector. The Turner Quantitative Broad Market Eq Inst (TBMEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TBMEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TBMEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in common stocks (see stock research) of domestic and foreign issuers. Its strategy may result in the realization of capital gains without considering the tax consequences to shareholders. The advisor is not constrained by any particular investment style and may invest in either growth stocks (see stock research) or value stocks (see stock research) or both, at any given time.


Management Analysis Update

Turner Quantitative Broad Market Eq Inst's executives / managers make better investing decisions, because their assets are invested along side their client's.


Performance Analysis Update