Transam Partners Instl Large Grwth
570 Carillon Parkway St. Petersburg FL 33716
Map
Phone: 800-755-5801
| Category: | Large Growth | | Fund Family: | Transamerica | | Net Assets: | 758.01M | | Year-to-Date Return: | -12.26% | | Yield: | 4.25% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-00 |
|
Thomas F. Marsico
Lead Manager since
31-Dec-00 | | | Marsico is the chief investment officer of Marsico Capital and has over 20 years experience as a securities analyst and portfolio manager. |
| 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 |
|
| |
| The investment seeks capital appreciation; current income is secondary. The fund invests primarily in common stocks of companies that its advisers believe have the potential for above average growth in earnings. Under normal circumstances the fund invests at least 80% of net assets in equity securities and related investments. It emphasizes common and preferred stocks listed on the New York Stock Exchange and other national securities exchanges and, to a lesser extent, stocks that are traded over-the-counter. The fund uses multiple advisers to try to control the volatility often associated with growth funds. |
| Last Dividend
(20-Jun-08):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 0.61 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 98.99% |
|
| Expense | DIEGX | Category
Avg | | Total Expense Ratio: | 0.90%
| 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*: |
$387 | $623 | | 5 Yr Expense Projection*: |
$670 | $956 | | 10 Yr Expense Projection*: |
$1,477 | $1,887 |
|
|
1.47% Nasdaq 
Profile
