Turner Emerging Growth Instl (tmcox)
Last Updated by WikiWealth | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
Asset Allocation (% of Port)
US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Turner Emerging Growth Instl (TMCOX) Description: TMCOX is a mutual fund, which is an investment that owns a basket of assets. The TMCOX 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 long management tenure and is in the average fund size classification. TMCOXs minimum initial investment amount is $250000 while the IRA minimum is $100000. TMCOXs expense ratio is roughly 1%. The latest TMCOXs front end load was 0% and the back end load was 0%. The Turner Emerging Growth Instl (TMCOX) mutual fund falls under the small growth category. TMCOX focuses its investments in USA and TMCOX is not affiliated with a particular industry or fund sector. The Turner Emerging Growth Instl (TMCOX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TMCOXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TMCOXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation and current income. The fund normally invests at least 80% of total assets in equity securities (see equity research) of U.S. small companies with market capitalizations of $3 billion or less at the time of investment. This investment vehicles may include common stocks (see stock research), preferred stocks (see stock research), securities convertible into common stocks (see stock research), U.S. dollar-denominated ADRs, and U.S. dollar-denominated foreign stocks (see stock research) traded on U.S. exchanges.
Post preview:
Close preview