| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
3
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.18 percent over the past year, and 8.85 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.4% |
| 1 Year | 8.2% |
| 3 Years (Annualized) | 8.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize long-term growth. The fund normally invests at least 80% of its net assets (plus the amount of borrowing, if any, for investment purposes) in domestic equity securities. It invests primarily in common stocks of growth-oriented companies. Each stock is evaluated and ranked on a consistent set of growth, valuation, and quality criteria and the fund will seek to build a portfolio with companies that have attractive growth, quality and valuation attributes. The fund may invest up to 20% of its total assets in foreign securities.
Fees
Fees are Average compared to funds in the same category.
Transamerica Diversified Equity Fund has an expense ratio of 0.90 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
