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Zacks Investment Research
Standard & Poor's
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#164 in Small Growth
U.S. News evaluated 215 Small 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 24.02 percent over the past year, 7.75 percent over the past three years, 17.46 percent over the past five years, and 4.88 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||4.9%|
The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in stocks of small capitalization companies. The sub-adviser considers small capitalization companies to be companies with market capitalizations that, at the time of initial purchase, have either market capitalizations between $100 million and $2 billion or within the range of the Russell 2000® Growth Index. The fund may invest in foreign securities through American Depositary Receipts, and generally would not invest more than 10% of its assets in foreign securities.
Fees are Above Average compared to funds in the same category.
Transamerica Partners Institutional Small Growth Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.