5 / 5 Stars
5 5 5 2 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#43 in Large Growth
U.S. News evaluated 465 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 20.58 percent over the past year, and 15.68 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally will invest at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of large capitalization companies with proven records of increasing earnings on a consistent and sustainable basis. The adviser considers large capitalization companies to be those companies with market capitalizations of $5 billion or more at the time of purchase.
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.