Transamerica Long/Short Strategy Fund

U.S. News evaluated 107 Long/Short Equity 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 10.00 percent over the past year, 4.27 percent over the past three years, and 0.35 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 10.0%
3 Years (Annualized) 4.3%
5 Years (Annualized) 0.3%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund employs a long-short equity strategy by investing its assets in long and short positions in equity securities selected from a universe of mid- to large capitalization stocks with market characteristics and capitalizations similar to those included in the Russell 1000® Index and/or the S&P 500® Index at the time of purchase. Its net equity market exposure will typically range from approximately 20% to 40%. The fund's net long equity market exposure will not exceed 60% and its net short equity market exposure will not exceed 20%. Further, the fund's gross equity market exposure is limited to 200%.

Fees

Fees are High compared to funds in the same category.
Transamerica Long/Short Strategy Fund has an expense ratio of 3.46 percent.

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Risk

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

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