Transamerica Partners Small Core 570 Carillon Parkway Map
Phone: 800-755-5801
| Category: | Small Blend | | Fund Family: | Transamerica | | Net Assets: | 102.26M | | Year-to-Date Return: | 16.02% | | Yield: | 0.60% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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Daniel A. Kostyk
Lead Manager since
31-Aug-01 | | | Kostyk is a portfolio manager of the company. |
| 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. The fund invests at least 80% of assets in stocks of companies with small to medium market capitalizations that the advisors believe have above average growth potential. The fund considers companies with market capitalizations of less than $15 billion to have small market capitalizations. |
| Last Dividend
(19-Jun-09):
| 0.02 | | Last Cap Gain
(20-Dec-07):
| 2.76 | | Annual Holdings Turnover
| 106.00% | | Average for Category:
| 92.45% |
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| Expense | DVPEX | Category Avg | | Total Expense Ratio: | 1.44%
| 1.40% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 456 | $618 | | 5 Yr Expense Projection*: |
$ 787 | $996 | | 10 Yr Expense Projection*: |
$ 1,724 | $2,008 |
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