4 / 5 Stars
4 4 3 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#78 in Small Blend
U.S. News evaluated 227 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 27.04 percent over the past year, 12.62 percent over the past three years, 27.76 percent over the past five years, and 12.11 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||27.8%|
|10 Years (Annualized)||12.1%|
The investment seeks maximum total return. The fund normally invests at least 80% of net assets in small- and mid-cap equity securities (U.S. equity securities, ADRs and foreign securities trading on U.S. markets). It defines small- and mid-cap equities as companies whose market capitalization falls within the range of $100 million to $20 billion or within the range of the Russell 2500® Index, whichever is broader at the time of purchase. The fund invests in small- and mid-cap equities with valuation characteristics including low price/earnings and price/cash flow ratios. It may invest up to 10% of its total assets in the securities of foreign issuers.
Fees are Above Average compared to funds in the same category.
Transamerica Small/Mid Cap Value Fund has an expense ratio of 1.38 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.