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Transamerica Capital Growth A (IALAX)

25.14 +0.53 (+2.15%)
At close: April 26 at 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - June 2022
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Commonwealth Universe
  • Ameritas NTFN
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)

Fund Summary

The fund seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included in the Russell 1000® Growth Index. It may invest up to 25% of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar denominated securities that are traded on a U.S. exchange and local shares of non-U.S. issuers.

Fund Overview

Category Large Growth
Fund Family Transamerica
Net Assets 1.53B
YTD Return 7.16%
Yield 0.00%
Morningstar Rating
Inception Date Nov 11, 2002

Performance & Risk

YTD Return -1.06%
5y Average Return 3.64%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

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