5 / 5 Stars
5 5 5 2 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#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.
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%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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.
Risk is Low compared to funds in the same category according to Morningstar.