Transamerica Partners High Quality Bond
570 Carillon Parkway
Map
Phone: 800-755-5801
| Category: | Short-Term Bond | | Fund Family: | Transamerica | | Net Assets: | 108.50M | | Year-to-Date Return: | 8.18% | | Yield: | 3.84% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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Douglas A. Kelly
Lead Manager since
01-May-96 | | | Kelly is a senior vice president and principal at Merganser. He joined Merganser in 1986 as vice president concentrating in research, trading. He was elected a principal in 1992 and promoted to chief investment officer in 2005. Before joining Merganser, his experience included seven years at American Can Company, serving most recently as director and four years as a financial analyst at Exxon Corporation. Kelly holds the Certified Public Accountant and Chartered Financial Analyst designations. |
| 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 to provide a high risk-adjusted return while focusing on the preservation of capital. The fund primarily invests in a diverse portfolio of high quality bonds and other debt securities with short and intermediate maturities. Under normal circumstances, it invests at least 80% of net assets in high quality bonds and related investments. The fund considers securities rated BBB or better by Standard & Poor's or Fitch or Baa or better by Moody's to be high quality. The dollar-weighted average effective maturity of the fund generally does not exceed three years. |
| Last Dividend
(11-Sep-09):
| 0.08 | | Last Cap Gain
(18-Dec-01):
| 0.03 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 107.45% |
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| Expense | DVHQX | Category
Avg | | Total Expense Ratio: | 0.97%
| 0.91% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 309 | $405 | | 5 Yr Expense Projection*: |
$ 536 | $645 | | 10 Yr Expense Projection*: |
$ 1,190 | $1,328 |
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1.53% Nasdaq 
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