4 / 5 Stars
4 5 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#12 in Mid-Cap Blend
U.S. News evaluated 135 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 24.58 percent over the past year, 15.49 percent over the past three years, 20.00 percent over the past five years, and 9.52 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.3%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||9.5%|
The investment seeks a high total investment return. The fund invests primarily in stocks of medium sized companies that the fund's sub-advisers, J.P. Morgan Investment Management Inc. and Thompson, Siegel &Walmsley LLC, believe have below market valuations and present an opportunity for earnings improvement. Under normal circumstances, the fund 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.
Fees are Average 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.