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Fund Intelligence | Best Managers | TMCOX Insights | TMCOX Score | TMCOX Performance | TMCOX Manager | TMCOX News | TMCOX Allocation | TMCOX Holdings Change

Mutual Fund Insights: Turner Emerging Growth Instl Fund (TMCOX)

In-depth Analysis of Turner Emerging Growth Instl Fund (TMCOX)

Mutual fund chart: Turner Emerging Growth Instl Fund (TMCOX)

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See Turner Emerging Growth Instl Fund (TMCOX) performance details as of February 28, 2010

  

    Last Trade: $42.42 on 3/19/2010, Change: -0.51 (-1.19%)
Experiment our closing price forecasting tool for Turner Emerging Growth Instl Fund (TMCOX) (alpha release)

  

Fund Manager - Bill Flick McVail

Fund Manager Tenure: 12.1 years   [Similar Funds: TMCGX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Bill Flick McVail is a principal with Turner Investment Partners, his employer since 1998. Prior to that, Bill Flick McVail served at BlackRock Equity Advisors from1995 to 1998. Bill Flick McVail holds the Chartered Financial Analyst designation. From 1987 to 1995 Bill Flick McVail worked as a fixed income research analyst and equity analyst for PNC Investment Management & Research. CFA Institute; CFA Society of Philadelphia  Get more insights on Bill Flick McVail

  

What we like about Turner Emerging Growth Instl Fund (TMCOX) What we like about Turner Emerging Growth Instl Fund (TMCOX)

Data for Turner Emerging Growth Instl Fund (TMCOX) as of February 28, 2010

  • Turner Emerging Growth Instl Fund (TMCOX) management has been with Turner Emerging Growth Instl Fund for 12.1 years
  • Turner Emerging Growth Instl Fund (TMCOX) has good mid-term performance (3-year return -6.14% vs -5.64 % Small Growth category average)
  • Turner Emerging Growth Instl Fund (TMCOX) has good Long-term performance (5-year return 1.53% vs 0.80 % Small Growth category average)
  • Turner Emerging Growth Instl Fund (TMCOX) has a Morningstar rating of 4 and above
  • Turner Emerging Growth Instl Fund (TMCOX) has an annual stock turnover rate of 78.00% vs Small Growth average of 136.50%. It is good that Turner Emerging Growth Instl management does not trade extensively for its return.
  • Turner Emerging Growth Instl Fund (TMCOX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.28, lower than category average of 24.99
  • Turner Emerging Growth Instl Fund (TMCOX) has a lower management fee than its Small Growth average: 1.15% vs 1.60%
  • Turner Emerging Growth Instl Fund (TMCOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Turner Emerging Growth Instl Fund (TMCOX) What we are cautious about Turner Emerging Growth Instl Fund (TMCOX)

Data for Turner Emerging Growth Instl Fund (TMCOX) as of February 28, 2010

  • Turner Emerging Growth Instl Fund (TMCOX) has a less-than-ideal short-term performance (1-year return 50.19% vs 60.01 % Small Growth category average)
  • Turner Emerging Growth Instl Fund (TMCOX) is less safe compared to its Small Growth peers
  • Turner Emerging Growth Instl Fund (TMCOX) does not have a good risk adjusted return as its 3-year Alpha of 1 is worse than category average of 1.97, and its 3-year Sharpe ratio is -0.21
See Turner Emerging Growth Instl Fund (TMCOX) performance details as of February 28, 2010

  

  

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Turner Emerging Growth Instl Fund (TMCOX) Net Asset

Track net asset change of Turner Emerging Growth Instl fund (TMCOX)

DateNet Asset
02/2010$433.86M
01/2010$242.79M
11/2009$232.84M
More historic net asset information on Turner Emerging Growth Instl Fund (TMCOX)

  

Turner Emerging Growth Instl Fund (TMCOX) Portfolio Allocation

Track portfolio allocation change of Turner Emerging Growth Instl fund (TMCOX)

DateCashStockBondOther
10/20090.39%99.61%0%0%
08/20095.41%94.58%0%0%
07/20095.41%94.58%0%0%
Click here to see more historic asset allocation information on Turner Emerging Growth Instl Fund (TMCOX)

  

Most Recent Top 10 Holdings in Turner Emerging Growth Instl Fund (TMCOX)

Discover what Turner Emerging Growth Instl Fund (TMCOX) manager is buying

31-Oct-09
ANSYS, Inc. [2.75%]
Bucyrus International, Inc. [2.16%]
Alexion Pharmaceuticals, Inc. [2.12%]
Air Methods Corporation [1.87%]
WALTER ENERGY, INC [1.84%]
United Natural Foods, Inc. [1.69%]
Ariba, Inc. [1.64%]
CLEAN HARBORS INC [1.61%]
The Navigators Group, Inc. [1.6%]
SOLUTIA INC NEW [1.56%]

31-Aug-09
Pfpc Temp Cash Blackrock [5.4%]
Alexion Pharmaceuticals, Inc. [2.84%]
ANSYS, Inc. [2.3%]
Bucyrus International, Inc. [2.15%]
Air Methods Corporation [2.01%]
iShares Russell 2000 Index [1.99%]
United Natural Foods, Inc. [1.83%]
PAREXEL International Corporati [1.63%]
CLEAN HARBORS INC [1.62%]
Acorda Therapeutics, Inc. [1.58%]

31-Jul-09
Pfpc Temp Cash Blackrock [6.28%]
iShares Russell 2000 Index [4.69%]
Alexion Pharmaceuticals, Inc. [2.84%]
Acorda Therapeutics, Inc. [2.3%]
Bucyrus International, Inc. [2.18%]
ANSYS, Inc. [2.09%]
PAREXEL International Corporati [2.01%]
United Natural Foods, Inc. [1.88%]
American Physicians Capital, In [1.78%]
Air Methods Corporation [1.78%]
Click here for Stock Holding Change Map in Turner Emerging Growth Instl Fund (TMCOX)

  

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