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Turner Midcap Growth Inst (TMGEX) Fund Ranking and Research

Ranking, Research and Recommendation of Turner Midcap Growth Inst (TMGEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Turner Midcap Growth Inst Fund (TMGEX) ManagerFund Manager - Christopher K. McHugh

Fund Manager Information

Fund Manager Tenure: 22.8 years
Similar Funds: TMGFX 
Fund Family: Turner Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)

 

Graph of Turner Midcap Growth Inst Fund (TMGEX) ProfileTurner Midcap Growth Inst Fund (TMGEX) Profile

Fund Profile and Description

Turner Midcap Growth Inst Fund seeks capital appreciation. Turner Midcap Growth Inst Fund normally invests at least 80% of assets in common stocks and other equity securities of U.S. companies with medium market capitalizations which the advisor believes have strong earnings-growth potential. It invests in securities of companies that are diversified across economic sectors, and attempts to maintain sector concentrations that approximate those of the Russell Midcap Growth Index. Turner Midcap Growth Inst Fund's exposure is generally limited to 5% of assets in any single issuer, subject to exceptions for the most heavily-weighted securities in the Russell Midcap Growth Index.

 

Turner Midcap Growth Inst (TMGEX) Fund Strength What we like about Turner Midcap Growth Inst (TMGEX) Fund

Data for Turner Midcap Growth Inst Fund (TMGEX) as of May 30, 2016

  • Turner Midcap Growth Inst Fund (TMGEX) management has been with Turner Midcap Growth Inst Fund for 22.8 years
  • Turner Midcap Growth Inst Fund (TMGEX) ratio of up-years vs down years is greater than 2
  • Turner Midcap Growth Inst Fund (TMGEX) has a lower expense ratio than its Mid-Cap Growth average: 0.93% vs 1.28%
  • Turner Midcap Growth Inst Fund (TMGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Turner Midcap Growth Inst Fund (TMGEX) Weakness What we are cautious about Turner Midcap Growth Inst (TMGEX) Fund

Data for Turner Midcap Growth Inst Fund (TMGEX) as of May 30, 2016

  • Turner Midcap Growth Inst Fund (TMGEX) has a less-than-ideal short-term performance (1-year return -17.85% vs -5.73% Mid-Cap Growth category median performance)
  • Turner Midcap Growth Inst Fund (TMGEX) has a less-than-ideal mid-term performance (3-year return 5.06% vs 8.38% Mid-Cap Growth category median performance)
  • Turner Midcap Growth Inst Fund (TMGEX) has a less-than-ideal Long-term performance (5-year return 2.73% vs 7.70% Mid-Cap Growth category median performance)
  • Turner Midcap Growth Inst Fund (TMGEX) has a Morningstar rating of 3 and below
  • Turner Midcap Growth Inst Fund (TMGEX) is less safe compared to its Mid-Cap Growth peers
  • Turner Midcap Growth Inst Fund (TMGEX) has an annual stock turnover rate of 119.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Turner Midcap Growth Inst is more nimble, but also signal potential high tax impact and high trading fees
  • Turner Midcap Growth Inst Fund (TMGEX) does not have a good risk adjusted return as its 3-year Alpha of -6.41 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.39
  • Turner Midcap Growth Inst Fund (TMGEX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.67 that is higher than category average of 13.49
See Turner Midcap Growth Inst Fund (TMGEX) performance details as of May 30, 2016

 

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Compare Turner Midcap Growth Inst Fund (TMGEX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Turner Midcap Growth Inst-6.25-17.855.062.73
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Turner Midcap Growth Inst Fund (TMGEX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Turner Midcap Growth Inst Fund (TMGEX) Net Asset TrackingTurner Midcap Growth Inst (TMGEX) Fund Net Asset

Track net asset change of Turner Midcap Growth Inst fund (TMGEX)

DateNet Asset
05/2016$124.19M
03/2016$124.69M
02/2016$120.95M
More historic net asset information on Turner Midcap Growth Inst Fund (TMGEX)

  

Graph of Turner Midcap Growth Inst Fund (TMGEX) Portfolio TrackingTurner Midcap Growth Inst (TMGEX) Fund Portfolio Allocation

Track portfolio allocation change of Turner Midcap Growth Inst fund (TMGEX)

DateCashStockBondOther
04/20163.58%96.42%0%0%
02/20165.66%94.34%0%0%
01/20162.68%97.32%0%0%
Click here to see more historic asset allocation information on Turner Midcap Growth Inst Fund (TMGEX)

 

graph of Turner Midcap Growth Inst Fund (TMGEX) Top 10 Position TrackingTop 10 Holdings in Turner Midcap Growth Inst (TMGEX) Fund

Discover what Turner Midcap Growth Inst Fund (TMGEX) manager is buying

Apr 29, 2016
Constellation Brands, Inc. Comm [4.14%]
Aramark Common Stock [3.58%]
Broadcom Limited [3.58%]
Intuitive Surgical, Inc. [3.55%]
Facebook, Inc. [3.3%]
Salesforce.com Inc Common Stock [3.3%]
CBS Corporation Class B Common [3.27%]
Monolithic Power Systems, Inc. [3.27%]
Palo Alto Networks, Inc. Common [3.17%]
Wynn Resorts, Limited [3.05%]

Feb 28, 2016
Constellation Brands, Inc. Comm [3.83%]
Aramark Common Stock [3.43%]
Broadcom Limited [3.36%]
Intuitive Surgical, Inc. [3.26%]
Cavium, Inc. [3.24%]
Monolithic Power Systems, Inc. [3.16%]
Palo Alto Networks, Inc. Common [3.1%]
Intercontinental Exchange Inc. [3.09%]
Facebook, Inc. [3.06%]
Salesforce.com Inc Common Stock [3.01%]

Jan 30, 2016
Constellation Brands, Inc. Comm [4.12%]
Monster Beverage Corporation [3.9%]
Monolithic Power Systems, Inc. [3.66%]
Intuitive Surgical, Inc. [3.53%]
Aramark Common Stock [3.48%]
Acadia Healthcare Company, Inc. [3.43%]
Intercontinental Exchange Inc. [3.41%]
Broadcom Limited [3.35%]
Cavium, Inc. [3.3%]
Facebook, Inc. [3.21%]
Click here for Stock Holding Change Map in Turner Midcap Growth Inst Fund (TMGEX)

  

Latest News on Turner Midcap Growth Inst (TMGEX) Fund

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Turner Midcap Growth Inst Fund (TMGEX) Related ResourcesSee more information on Turner Midcap Growth Inst (TMGEX) Fund

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