2 / 5 Stars
4 4 5 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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.
Risk is Average compared to funds in the same category according to Morningstar.