4 / 5 Stars
5 5 5 3 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#115 in Large Growth
U.S. News evaluated 468 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 31.72 percent over the past year, 16.06 percent over the past three years, and 20.48 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 65% of its total assets in equity securities, principally common stocks, preferred stocks, warrants, rights and depositary receipts of U.S. companies with market capitalizations of at least $1 billion that the sub-adviser considers to have above average prospects for growth. These companies are generally medium- to large-capitalization companies. The fund may invest up to 20% of its assets in the securities of foreign issuers.
Fees are Average compared to funds in the same category.
Transamerica Growth Fund has an expense ratio of 0.84 percent.
Risk is Average compared to funds in the same category according to Morningstar.