Transamerica Premier Diversified Eq Inv
570 Carillon Parkway Los Angeles CA 90015
Map
Phone: 800-892-7587
| Category: | Large Growth | | Fund Family: | Transamerica Premier | | Net Assets: | 262.02M | | Year-to-Date Return: | 25.36% | | Yield: | 0.18% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-98 |
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Gary Rolle
Lead Manager since
01-Apr-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 capital appreciation. The fund primarily invests at least 80% of assets in a diversified portfolio of domestic equity securities. It typically limits holdings in fewer than 60 well-researched companies. It may invest its assets in cash, cash equivalent securities or short-term securities, repurchase agreements and money market instruments. |
| Last Dividend
(30-Dec-08):
| 0.02 | | Last Cap Gain
(30-Dec-08):
| 0.28 | | Annual Holdings Turnover
| 44.00% | | Average for Category:
| 101.52% |
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| Expense | TPVIX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 402 | $658 | | 5 Yr Expense Projection*: |
$ 707 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,575 | $2,035 |
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0.17% Nasdaq 0.00%
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