Transamerica Concentrated Growth Fund

Class Other (TOREX)
5 / 5 Stars
5 5 5 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
A+ (Buy)

#11 in Large Growth

U.S. News evaluated 466 Large Growth 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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The fund has returned 27.79 percent over the past year, and 16.56 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 27.8%
3 Years (Annualized) 16.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks long-term growth of capital. The fund invests in a concentrated portfolio of predominantly large capitalization companies (those with capitalizations of $5 billion or more). It employs a concentrated approach, investing in 25 to 30 stocks, a long-term orientation and a quality focus. Initial positions range from 1.5% to 3.0% of the fund's assets and may be increased over time to between 3.0% and 5.0%. Individual positions will not exceed 7.0%. Sector weights are independent of benchmarks, ranging from 0.0% to 35.0%, and cash is not employed in a tactical or strategic manner.


Fees are Average compared to funds in the same category.
Transamerica Concentrated Growth Fund has an expense ratio of 1.25 percent.

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

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