Transamerica Large Cap Value Fund

2 / 5 Stars
4 4 5 2 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
B- (Buy)

#161 in Large Value

U.S. News evaluated 330 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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The fund has returned 21.15 percent over the past year, and 15.93 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.7%
1 Year 21.2%
3 Years (Annualized) 15.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of large cap companies. The sub-adviser considers large cap companies to be companies with capitalizations within the range of companies included in the Russell 1000® Value Index. It may invest up to 20% of its assets in non-U.S. securities.


Fees are Low compared to funds in the same category.
Transamerica Large Cap Value Fund has an expense ratio of 1.13 percent.

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

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