Transam Partners Instl Growth 570 Carillon Parkway St. Petersburg FL 33716 Map
Phone: 800-755-5801
| Category: | Large Growth | | Fund Family: | Transamerica | | Net Assets: | 90.42M | | Year-to-Date Return: | -20.43% | | Yield: | 4.89% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-00 |
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Mark D. Turner
Lead Manager since
30-Sep-04 | | | Turner joined Turner in 1990. previously, he worked as vice president for First Maryland Asset Management from 1987 tp 198+. From 1985 to 1987 he worked at Merril Lynch Asset Management. From 1982 to 1987, he served with Wachovia Investment Management. Turner has 27 years of investment experience. Turner holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund invests primarily in high growth companies and focuses on large capitalization issuers. It seeks to invest in companies which present an opportunity for significant increases in earnings, revenue and/or value, without consideration for current income. Under normal circumstances the fund invests at least 80% of net assets in equity securities and related investments. |
| Last Dividend
(20-Dec-07):
| 0.30 | | Last Cap Gain
(20-Dec-07):
| 0.48 | | Annual Holdings Turnover
| 134.00% | | Average for Category:
| 98.99% |
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| Expense | DIAEX | Category Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$412 | $623 | | 5 Yr Expense Projection*: |
$713 | $956 | | 10 Yr Expense Projection*: |
$1,582 | $1,887 |
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