Transamerica Partners Large Growth 570 Carillon Parkway Map
Phone: 800-755-5801
| Category: | Large Growth | | Fund Family: | Transamerica | | Net Assets: | 343.63M | | Year-to-Date Return: | 30.48% | | Yield: | 0.50% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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David E. Schmidt
Lead Manager since
19-Jun-07 | | | Dave oversees the quantitative equity investment process and is responsible for the ongoing analysis of our quantitative models. Dave first joined Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1988 as a Systems Analyst. After a leave to run a consulting business, he rejoined the firm in 1994 and assumed his current responsibilities in 1999. Dave holds a B.A. in Mathematics from Carleton College and 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 capital appreciation; current income is secondary. The fund invests primarily in common stocks of companies that its advisers believe have the potential for above average growth in earnings. Under normal circumstances the fund invests at least 80% of net assets in equity securities and related investments. It emphasizes common and preferred stocks listed on the New York Stock Exchange and other national securities exchanges and, to a lesser extent, stocks that are traded over-the-counter. The fund uses multiple advisers to try to control the volatility often associated with growth funds. |
| Last Dividend
(11-Sep-09):
| 0.02 | | Last Cap Gain
(5-Sep-08):
| 0.14 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 112.30% |
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| Expense | DVEGX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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