Transamerica Partners Large Growth 570 Carillon Parkway Map
Phone: 800-755-5801
| Category: | Large Growth | | Fund Family: | Transamerica | | Net Assets: | 277.25M | | Year-to-Date Return: | 23.23% | | Yield: | 0.53% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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David E. Schmidt
Lead Manager since
19-Jun-07 | | | Schmidt has been the chief investment officer of OppenheimerFunds since July 2003, the deputy chief investment officer from June 2002 to June 2003 and the director of product development since December 1999 to present. Prior to that, he was an analyst of Trinity Investment Management Corporation. Schmidt 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 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:
| 110.55% |
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| Expense | DVEGX | Category Avg | | Total Expense Ratio: | 1.22%
| 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*: |
$ 387 | $672 | | 5 Yr Expense Projection*: |
$ 670 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,477 | $2,074 |
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