3 / 5 Stars
3 2 4 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#23 in Large Value
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.
The fund has returned 27.55 percent over the past year, 15.53 percent over the past three years, 22.23 percent over the past five years, and 5.33 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.1%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||5.3%|
The investment seeks long-term capital appreciation; current income is a secondary goal. The fund invests in securities through an underlying master fund having the same investment goals and strategies. It normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large-cap companies and other investments with similar economic characteristics. The fund manager considers large cap companies to be companies with market capitalizations that, at the time of initial purchase, exceed the market capitalization of the smallest company included in the Russell 1000® Index.
Fees are Low compared to funds in the same category.
Transamerica Partners Institutional Large Value Fund has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.