2 / 5 Stars
2 2 3 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#113 in Small Blend
U.S. News evaluated 225 Small 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 21.67 percent over the past year, 14.53 percent over the past three years, 19.91 percent over the past five years, and 5.88 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||19.9%|
|10 Years (Annualized)||5.9%|
The investment seeks a high total 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 the securities of companies with small market capitalizations and other investments with similar economic characteristics. The fund manager considers small-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 either the Russell 2000® Index or the S&P SmallCap 600® Index.
Fees are Above Average compared to funds in the same category.
Transamerica Partners Small Value Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.