2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#142 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth 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 20.37 percent over the past year, 7.03 percent over the past three years, 16.97 percent over the past five years, and 8.60 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||8.6%|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in common stocks of mid cap companies. The sub-adviser seeks long-term capital growth by investing primarily in established and emerging mid cap companies with capitalizations within the range of companies included in the Russell Midcap® Growth Index. The fund may invest up to 25% of the fund's assets in securities of foreign companies, including emerging market securities.
Fees are Low compared to funds in the same category.
Transamerica Growth Opportunities Fund has an expense ratio of 1.46 percent.
Risk is High compared to funds in the same category according to Morningstar.