3 / 5 Stars
4 4 5 3 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#44 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.10 percent over the past year, 17.58 percent over the past three years, 4.93 percent over the past five years, and 6.54 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||17.5%|
|3 Years (Annualized)||17.6%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||6.5%|
The investment seeks capital appreciation and current income. The fund invests in securities through an underlying master fund having the same investment goals and strategies. Under normal circumstances, it invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large cap companies and other investments with similar economic characteristics. The fund manager considers large cap companies to be companies with market capitalizations that, at the time of initial purchase, exceed the market capitalization of the smallest company included in the Russell 1000® Index.
Fees are High compared to funds in the same category.
Transamerica Partners Institutional Large Core Fund has an expense ratio of 0.90 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.