Transamerica Premier Balanced Inv
570 Carillon Parkway Los Angeles CA 90015
Map
Phone: 800-892-7587
| Category: | Moderate Allocation | | Fund Family: | Transamerica Premier | | Net Assets: | 271.43M | | Year-to-Date Return: | 18.64% | | Yield: | 1.86% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-95 |
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Gary Rolle
Lead Manager since
01-Jul-98 | | | Roll? manages institutional and retail portfolios in the large growth strategy. He joined Transamerica in 1967. From 1980 to 1983, he served as chief investment officer for SunAmerica then returned to Transamerica as chief investment officer. Throughout his 23-year tenure as CIO, he has been responsible for creating and guiding the TIM investment philosophy. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth and current income; capital preservation is a secondary consideration. The fund invests primarily in common stocks with the remaining assets invested in high-quality bonds with maturities of less than 30 years. It may invest in cash or cash equivalents. The fund invests at least 25% of assets in non-convertible fixed-income securities. |
| Last Dividend
(30-Dec-08):
| 0.39 | | Last Cap Gain
(30-Dec-08):
| 0.70 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 74.74% |
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| Expense | TBAIX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 418 | $632 | | 5 Yr Expense Projection*: |
$ 681 | $951 | | 10 Yr Expense Projection*: |
$ 746 | $1,857 |
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