Transamerica Large Cap Value Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

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 24.66 percent over the past year, and 13.99 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.6%
1 Year 24.7%
3 Years (Annualized) 14.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 Low compared to funds in the same category.
Transamerica Large Cap Value Fund has an expense ratio of 0.69 percent.

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Risk

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

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