Transamerica Select Equity Fund

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 21.73 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.3%
1 Year 21.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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