Transamerica Concentrated Growth Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#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.

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Performance

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%
1 Year 20.6%
3 Years (Annualized) 15.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

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

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

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