Level Two: Manager Fact Sheet
Used in the Directed Account Plan Growth Stock Option
as of 12/31/09
This Fund normally invests primarily in a diversified portfolio of common stocks of companies with market capitalizations at the time of purchase that Turner believes offer strong earnings growth potential. Midcap companies are defined for this purpose as companies with market capitalization at the time of purchase in the range of those market capitalizations of companies includes in the Russell Midcap Growth Index. The Fund’s investment process involves the use of three tools to evaluate stocks for investments or continued ownership: 1) a proprietary computer model, 2) fundamental analysis, 3) technical analysis.
Annual Performance
Comparison to Benchmark
* Note
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost.