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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 33 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -6.60 percent over the past year, -1.83 percent over the past three years, and -7.06 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -4.4% |
| 1 Year | -6.6% |
| 3 Years (Annualized) | -1.8% |
| 5 Years (Annualized) | -7.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term total return. The fund intends to seek exposure to commodities markets and returns linked to commodities markets and commodities-related indices by investing, through the Subsidiary, in leveraged or unleveraged commodity-linked investments. It will not invest 25% or more of its total assets in instruments issued by companies in any one industry. The fund may invest up to 25% of its total assets in the Subsidiary. It may invest up to 35% of its net assets in foreign securities. The fund may invest up to 10% of its assets in non-investment grade fixed income securities. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Transamerica Commodity Strategy Fund has an expense ratio of 0.71 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
