Turner Midcap Growth Investor TMGFX
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Tune Up Your Taxable Portfolio
… Holding % Security 5 Pfizer PFE 5 Stryker SYK 10 Cisco Systems CSCO 15 Fidelity Disciplined Equity FDEQX 10 Turner Midcap Growth TMGFX 15 Marsico International Opps MIOFX 5 PIMCO Commodity RealReturn Strat PCRDX 5 Vanguard Inflation-Protected Securities VIPSX …
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TMGFX Turner Midcap Growth Investor Fund Analysis, Report, Research, 5 Star Rating – Morningstar
The fund's aggressive strategy exposes it to substantial price risk. When favored holdings tumble or when expected growth rates disappoint, shareholders can take it on the chin.Its manager trades frequently, which increases trading costs and can lead to hefty taxable capital gains distributions.The
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Tune Up Your Taxable Portfolio
… Holding % Security 5 Pfizer PFE 5 Stryker SYK 10 Cisco Systems CSCO 15 Fidelity Disciplined Equity FDEQX 10 Turner Midcap Growth TMGFX 15 Marsico International Opps MIOFX 5 PIMCO Commodity RealReturn Strat PCRDX 5 Vanguard Inflation-Protected Securities VIPSX …
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Ghosts in the Momentum Machine
… broader strategy have struggled long-term-- Brandywine BRWIX, American Century Ultra , TWCUX and Turner Midcap Growth Investor TMGFX prominent among them. Transaction costs drag on returns, after all. And, as with any strategy, price …
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SEC Probes China Stock Fraud Network
… Turner Micro Cap Growth TMCGX has been closed since March 2000. Turner also said that another fund, Turner MidCap Growth TMGFX , may close. According to the SEC filing, the MidCap Growth fund will close when the firm's assets under management in retail …
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Why Momentum Funds Don't Have Any
… Check out some 10-year performance figures (through Nov. 20) for some prominent momentum funds: Turner Midcap Growth TMGFX : negative 0.3% annualized; Brandywine BRWIX: negative 0.6% annualized; and American Century Vista TWCVX: 1.3 …
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How to Keep Your Head When Your Fund Is Losing Its Tail
… looks solid based on Davis' record over a full market cycle at its other charges. On the flip side is Turner Midcap Growth TMGFX . Its fairly aggressive growth strategy has always crushed the competition in buoyant markets but lagged a bit in down periods …
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Tune Up Your Taxable Portfolio
… Holding % Security 5 Pfizer PFE 5 Stryker SYK 10 Cisco Systems CSCO 15 Fidelity Disciplined Equity FDEQX 10 Turner Midcap Growth TMGFX 15 Marsico International Opps MIOFX 5 PIMCO Commodity RealReturn Strat PCRDX 5 Vanguard Inflation-Protected Securities VIPSX …
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OBHGX Old Mutual Growth Z Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… combination of two other mid-growth funds, both of them proven: Munder Mid-Cap Core Growth MGOAX and Turner Midcap Growth TMGFX . Yet despite its structure, this fund has gained 25% in 2009 through June 12--roughly 10 percentage points more than the …
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TBTBX Turner New Enterprise Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… run as a diversified-growth fund with an emphasis on mid- and small-cap technology stocks. Unlike Turner Midcap Growth TMGFX and Small Cap Growth TSCEX, this fund does not tie its sector weightings to an index's. Also, the fund may own large …