Ratings & Risk for Turner Concentrated Gr Investor (TTOPX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low High
    		449
    5-Year Below Average High
    		390
    10-Year Low High
    		278
    Overall Low High
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 27.42 -0.52 -0.32
    5-Year 23.84 0.10 -0.07
    10-Year 32.40 -0.13 -0.14
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 77.86 1.20 1.28
    3-Year 79.02 1.24 0.96
    5-Year 75.22 1.30 0.01
    10-Year 63.05 1.59 -0.38

    S&P 500 TR

    Trailing data as of 10/31/2009