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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned 17.85 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.1% |
| 1 Year | 17.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a superior total return. The fund invests, under normal circumstances, at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of U.S. large capitalization companies. The sub-adviser defines large capitalization companies as those with a market capitalization of at least $3 billion at the time of purchase. The fund will invest primarily in companies with market capitalizations greater than $3 billion at the time of purchase. It may invest up to 20% of its assets in non-U.S. equity securities. The fund will typically hold between 25-30 stocks.
Fees
Fees are Low compared to funds in the same category.
Transamerica Select Equity Fund has an expense ratio of 0.77 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
