Transamerica Dividend Focused

U.S. News evaluated 326 Large Value 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 26.06 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year 26.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return gained from the combination of dividend yield, growth of dividends and capital appreciation. The fund's sub-adviser deploys an active strategy that seeks large and middle capitalization U.S.-listed stocks, including American Depositary Receipts ("ADRs"), which make up a portfolio that generally exhibits the following value characteristics: price/earnings and price/book ratios at or below the Standard & Poor's 500® Index ("S&P 500 Index") and dividend yields at or above the market. The fund's portfolio will generally consist of 35 to 45 stocks with position sizes of 1% to 5% (8% maximum position weighting).

Fees

Fees are Low compared to funds in the same category.
Transamerica Dividend Focused has an expense ratio of 0.82 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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