Turner Midcap Growth Investor (tmgfx)
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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 Midcap Growth Investor (TMGFX) Description: TMGFX is a mutual fund, which is an investment that owns a basket of assets. The TMGFX 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 large fund size classification. TMGFXs minimum initial investment amount is $2500 while the IRA minimum is $2000. TMGFXs expense ratio is roughly 1%. The latest TMGFXs front end load was 0% and the back end load was 0%. The Turner Midcap Growth Investor (TMGFX) mutual fund falls under the mid-cap growth category. TMGFX focuses its investments in USA and TMGFX is not affiliated with a particular industry or fund sector. The Turner Midcap Growth Investor (TMGFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TMGFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TMGFXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation. The fund principally invests in equity securities (see equity research) of medium-capitalization companies that are believed to have above-average growth potential. Medium-capitalization companies are companies with market capitalizations, at the time of purchase, within the range of Russell Midcap Index. Furthermore, the fund may use futures, options, repurchase or reverse repurchase agreements or swap agreements, as well as other derivatives, to manage risk or to enhance return.
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