Fund Description

The fund was incepted May 1996 and is managed by Turner Investment Partners. The objective of this fund is to seek long-term capital appreciation. The fund invests primarily in common stocks and other equity securities of U.S. financial services companies, including banks, brokerage houses, insurance companies and investment advisory companies, that the advisor believes have above average growth potential or are undervalued. The fund offers dividends and capital gains, if any, at least annually.