Transamerica Commodity Strategy Fund

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.

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Performance

The fund has returned -4.20 percent over the past year, -7.63 percent over the past three years, and 9.55 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 4.8%
1 Year -4.2%
3 Years (Annualized) -7.6%
5 Years (Annualized) 9.6%
10 Years (Annualized) N/A

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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 0.72 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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