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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 30.15 percent over the past year, 18.93 percent over the past three years, and 8.57 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.0% |
| 1 Year | 30.1% |
| 3 Years (Annualized) | 18.9% |
| 5 Years (Annualized) | 8.6% |
| 10 Years (Annualized) | N/A |
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 Below Average compared to funds in the same category.
Transamerica Mid Cap Value Fund has an expense ratio of 0.89 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
