Transamerica Arbitrage Strategy Fund

U.S. News evaluated 47 Market Neutral Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Transamerica funds

See full Market Neutral rankings

See more fund rankings

Performance

The fund has returned 1.57 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.0%
1 Year 1.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more fund performance

Summary

The investment seeks to achieve capital growth by engaging in merger arbitrage. The fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities and other investments with similar economic characteristics of companies (both domestic and foreign) that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. It may enter into equity swap agreements.

Fees

Fees are Low compared to funds in the same category.
Transamerica Arbitrage Strategy Fund has an expense ratio of 1.60 percent.

See more fund fees

Risk

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

See more fund risk

Market Neutrals

Highest Returns (10-year)

See More Funds