2 / 5 Stars
2 2 3 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 464 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 21.59 percent over the past year, and 12.47 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.6%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize long-term growth. The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in domestic common stocks. The fund invests primarily in common stocks of growth-oriented companies. Portfolio construction emphasizes stock specific risk while minimizing other sources of broad market risk. The goal is a portfolio whose relative performance is not dependent on the market environment. The fund may invest up to 20% of its total assets in foreign securities.
Fees are Average compared to funds in the same category.
Transamerica Diversified Equity Fund has an expense ratio of 0.91 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.