Transamerica Partners Instl Growth
570 Carillon Parkway St. Petersburg Florida 33716
Map
Phone: 800-755-5801
| Category: | Large Growth | | Fund Family: | Transamerica | | Net Assets: | 29.92M | | Year-to-Date Return: | 29.23% | | Yield: | 0.19% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-00 |
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Mark D. Turner
Lead Manager since
30-Sep-04 | | | Mark D. Turner ? Vice Chairman/Senior Portfolio Manager/Security Analyst Product Responsibilities: Large Cap Sector Responsibilities: Financial Services Sector Team Education: MBA ? Finance (University of Illinois); BS ? Economics (Bradley University) Co-Founded firm in 1990. 21 years investment experience. Formerly: Vice President/Senior Portfolio Manager ? First Maryland Asset Management; Vice President/ Portfolio Manager ? Merrill Lynch Asset Management; Portfolio Manager/Analyst ? Wachovia Invest |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests primarily in high growth companies and focuses on large capitalization issuers. It seeks to invest in companies which present an opportunity for significant increases in earnings, revenue and/or value, without consideration for current income. Under normal circumstances the fund invests at least 80% of net assets in equity securities and related investments. |
| Last Dividend
(19-Jun-09):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 0.48 | | Annual Holdings Turnover
| 212.00% | | Average for Category:
| 110.55% |
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| Expense | DIAEX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 334 | $672 | | 5 Yr Expense Projection*: |
$ 579 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,325 | $2,074 |
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0.50% Nasdaq 
0.02 (0.43%) 
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