4 / 5 Stars
5 5 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#41 in Mid-Cap Blend
U.S. News evaluated 137 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.85 percent over the past year, 13.96 percent over the past three years, 22.81 percent over the past five years, and 9.40 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.2%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||9.4%|
The investment seeks a high total investment return. 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 medium sized (or mid-cap) companies and other investments with similar economic characteristics. The fund manager considers mid-cap companies to be companies with market capitalizations that, at the time of initial purchase, are within the range of capitalization of the companies that are included in the Russell Midcap® Value Index.
Fees are Low compared to funds in the same category.
Transamerica Partners Institutional Mid Value Fund has an expense ratio of 0.90 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.