Transamerica Partners Balanced
Transamerica Partners Funds Group 570 Carillon Parkway St. Petersburg, FL 33716
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Phone: 800-755-5801
| Category: | Moderate Allocation | | Fund Family: | Transamerica | | Net Assets: | 50.73M | | Year-to-Date Return: | 21.55% | | Yield: | 3.16% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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Carl Eichstaedt
Lead Manager since
01-May-06 | | | Eichstaedt is portfolio manager with Western Asset Management, his employer since 1994. Prior to joining the firm, he was a portfolio manager for Harris Investment Management. He was also a portfolio manager with Pacific Investment Management from 1992-1993. From 1990-1992, he was director of fixed income at Security Pacific Investment Managers.He has over 22 years of investment experience, Eichstaedt holds the Chartered Financial Analyst designation. |
| 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 a high total investment return. The fund invests in a managed mix of equity and debt securities of predominantly U.S. issuers. It may also invest in foreign securities including securities of issuers located in emerging markets. Generally, the fund invests approximately 60% of assets in equity securities and 40% of assets in fixed income and money market securities. |
| Last Dividend
(11-Sep-09):
| 0.05 | | Last Cap Gain
(5-Sep-08):
| 0.02 | | Annual Holdings Turnover
| 154.00% | | Average for Category:
| 82.83% |
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| Expense | DVIBX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.47% Nasdaq 0.00%
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