Transamerica Mid Cap Value Fund

U.S. News evaluated 112 Mid-Cap Value 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 24.20 percent over the past year, 18.26 percent over the past three years, and 22.24 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 8.2%
1 Year 24.2%
3 Years (Annualized) 18.3%
5 Years (Annualized) 22.2%
10 Years (Annualized) N/A

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Summary

The investment seeks growth from capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in common stocks of companies with market capitalizations of $1 billion to $20 billion at the time of purchase that the sub-adviser believes to be undervalued. It may also invest up to 15% of its net assets in real estate investment trusts ("REITs"). Maximum weightings in any sector are double that of the benchmark or 25%, whichever is greater.

Fees

Fees are Low compared to funds in the same category.
Transamerica Mid Cap Value Fund has an expense ratio of 0.89 percent.

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Risk

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

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