Transamerica Premier Balanced Inv
570 Carillon Parkway St Petersburg FL 33716
Map
Phone: 888-233-4339
| Category: | Moderate Allocation | | Fund Family: | Transamerica | | Net Assets: | 280.13M | | Year-to-Date Return: | 19.28% | | Yield: | 1.85% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-95 |
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Edward S. Han
Lead Manager since
01-Mar-98 | | | Han is a vice president and portfolio manager with Transamerica Investment Management, his employer since 1998. From 1993 to 1998, he was a vice president of the health care finance group of the Bank of America. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth; current income is a secondary consideration. The fund invests primarily in common stocks with the remaining assets invested primarily in high quality bonds with maturities of less than 30 years. It may also invest in cash or cash equivalents such as money market funds and other short-term investment instruments. The fund, at all times, may hold at least 25% of assets in non-convertible fixed-income securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | TBAIX | 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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