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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 328 Large Value 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 35.57 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.8% |
| 1 Year | 35.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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 fund 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
Fees are Below Average compared to funds in the same category.
Transamerica Large Cap Value Fund has an expense ratio of 0.83 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
