Transamerica Partners Large Value
570 Carillon Parkway
Map
Phone: 800-755-5801
| Category: | Large Value | | Fund Family: | Transamerica | | Net Assets: | 348.66M | | Year-to-Date Return: | 9.11% | | Yield: | 2.08% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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Kevin M. Johnson
Lead Manager since
31-Dec-08 | | | Johnson has Johnson has been a principal and portfolio manager with the firm for 15 years. He directs AJO's research and development efforts.Johnson joined AJO in 1993. He began his career as a consultant with Chase Econometrics/Interactive Data. He then joined The Vanguard Group as Director of Core Management, overseeing the entire indexed investment area. In between graduate school and AJO, he was a portfolio manager at DuPont's internal pension group. He is involved with portfolio management and research |
| 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 long-term capital appreciation. Current income is a secondary goal. The Fund invests primarily in issues listed on U.S. exchanges that the sub-adviser believes are seasoned, liquid and low priced, with effective management and positive momentum. the It normally invests at least 80% of net assets in securities of large-cap companies and related investments. The fund considers large cap companies to be companies with market capitalizations that, at the time of initial purchase exceed the minimum capitalization of companies that are included in the Russell 1000? Index. |
| Last Dividend
(11-Sep-09):
| 0.04 | | Last Cap Gain
(5-Sep-08):
| 0.09 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 75.44% |
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| Expense | DVEIX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 318 | $638 | | 5 Yr Expense Projection*: |
$ 552 | $966 | | 10 Yr Expense Projection*: |
$ 1,239 | $1,855 |
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