Transamerica Partners IPS 570 Carillon Parkway Map
Phone: 800-755-5801
| Category: | Inflation-Protected Bond | | Fund Family: | Transamerica | | Net Assets: | 131.98M | | Year-to-Date Return: | 8.61% | | Yield: | 0.61% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Feb-96 |
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Brian Weinstein
Lead Manager since
01-May-07 | | | Weinstein, managing director, is a co-head of the Global/Non-Dollar Portfolio Team within BlackRock's Fixed Income Portfolio Management Group. Mr. Weinstein moved to his current role in the Portfolio Management Group in 2002. He joined BlackRock in 2000 as an analyst in the Portfolio Analytics Group after spending several summers with BlackRock as an intern. |
| 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 maximum real return consistent with preservation of capital. The fund invests primarily in inflation-protected securities issued by the U.S. government, its agencies and instrumentalities. It also invests in inflation-protected securities of U.S. corporations, foreign governments, and other foreign issuers. Under normal circumstances the fund invests at least 80% of net assets in inflation-protected securities and related investments. It considers securities rated at least BBB by Standard & Poor's or Fitch or Baa by Moody's to be investment grade securities. |
| Last Dividend
(19-Dec-08):
| 0.07 | | Last Cap Gain
(17-Dec-03):
| 0.30 | | Annual Holdings Turnover
| 154.00% | | Average for Category:
| 224.95% |
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| Expense | DVIGX | Category Avg | | Total Expense Ratio: | 0.98%
| 0.85% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 4.09% | | Max Deferred Sales Load: | %
| 2.30% | | 3 Yr Expense Projection*: |
$ 312 | $411 | | 5 Yr Expense Projection*: |
$ 542 | $662 | | 10 Yr Expense Projection*: |
$ 1,201 | $1,341 |
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