4 / 5 Stars
4 4 5 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#70 in Large Blend
U.S. News evaluated 486 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 21.23 percent over the past year, 13.61 percent over the past three years, 18.94 percent over the past five years, and 6.57 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||6.6%|
The investment seeks to match the performance of the Standard & Poor's 500® Index. The fund invests in securities through an underlying master fund having the same investment goals and strategies. It invests approximately the same percentage of its assets in each stock as the stock represents in the S&P 500 Index. Under normal circumstances, the fund invests at least 90% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities comprising the S&P 500 Index and other investments with similar economic characteristics.
Fees are Average compared to funds in the same category.
Transamerica Partners Institutional Stock Index Fund has an expense ratio of 0.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.