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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Small 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 14.73 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.9% |
| 1 Year | 14.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks 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 equity securities of small companies. The fund generally considers small companies to be companies with capitalizations that, at the time of purchase, are within the range of companies included in the Russell 2000® Value Index. From time to time, the fund may invest in exchange-traded funds ("ETFs") in order to manage market liquidity and timing issues.
Fees
Fees are Low compared to funds in the same category.
Transamerica Small Cap Value Fund has an expense ratio of 1.12 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
