Turner Emerging Growth Fund Reopened to New Investors

Turner Funds has reopened the Turner Emerging Growth Fund to new investors after being closed for 11 years.

The Turner Emerging Growth Fund invests primarily in stocks of U.S. companies with small and very small market capitalizations that Turner Investments, the investment adviser, believes have strong potential earnings growth. The fund has been managed by Frank L. Sustersic, senior portfolio manager/global security analyst, since its inception in 1998.   

For the 10-year period ended March 31, the Investor Class shares of the fund gained an annualized 10.71%, compared with the Russell 2000 Growth Index’s 6.44% annualized return. Since its inception, the Investor Class shares of the fund returned an annualized 20.06%, beating the Russell 2000 Growth Index’s 3.93% annualized performance.   

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.

More information is at http://www.turnerinvestments.com.

Mutual of Omaha Adds Funds to Retirement Platform

Mutual of Omaha’s Retirement Services recently added funds to its investment lineup, including Vanguard Target Retirement Funds.

Other additions Mutual of Omaha made include: 

  • Templeton Global Total Return Fund
  • Goldman Sachs Small Cap Value Fund
  • John Hancock Disciplined Value Mid-Cap Fund
  • Lord Abbett Value Opportunities Fund
  • MFS Value Fund
  • Waddell & Reed New Concepts Fund
  • Dodge & Cox International Stock Fund
  • Franklin International Small Cap Growth Fund
  • Nuveen Tradewinds Global All-Cap Fund
  • Wells Fargo Advantage Emerging Markets Equity Fund
  • Stadion Tactical Fund

All funds will be investable on May 2, 2011. Marketing materials for the fund lineup, including a revised investment options brochure will be available soon.  

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

More information is here.

«