Transamerica Partners Large Value Fund

Class Inv (DVEIX)
Scorecard
3 / 5 Stars
Lipper
3 3 4 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#41 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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Performance

The fund has returned 24.16 percent over the past year, 16.78 percent over the past three years, 18.83 percent over the past five years, and 5.71 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.7%
1 Year 24.2%
3 Years (Annualized) 16.8%
5 Years (Annualized) 18.8%
10 Years (Annualized) 5.7%

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Summary

The investment seeks to provide 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

Fees are Low compared to funds in the same category.
Transamerica Partners Large Value Fund has an expense ratio of 0.48 percent.

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Risk

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

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Large Value Funds

Highest Returns (10-year)

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