Transam Partners Instl Large Core
570 Carillon Parkway St. Petersburg FL 33716
Map
Phone: 800-755-5801
| Category: | Large Blend | | Fund Family: | Transamerica | | Net Assets: | 48.31M | | Year-to-Date Return: | -12.08% | | Yield: | 2.15% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-00 |
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Theodore R. Aronson
Lead Manager since
01-May-04 | | | Aronson is managing principal of Aronson+Johnson+Ortiz, LP (formerly Aronson + Partners), serves as portfolio manager for the Quaker Small-Cap Value Fund. He began his investment career with the Quantitative Equities Group of Drexel Burnham Investment Advisors. He then co-founded Addison Capital Management in 1981 and left three years later form the predecessor to Aronson+Johnson+Ortiz. Aronson holds the Chartered Financial Analyst and Chartered Investment Counselor designations. |
| 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 current income and capital appreciation. The fund invests primarily in common and preferred stocks, focusing on growing, financially stable, and undervalued companies. It may also invest in debt securities. It may invest up to 25% of assets in foreign securities, including sponsored American depositary receipts. |
| Last Dividend
(20-Jun-08):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 101.00% | | Average for Category:
| 71.12% |
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| Expense | DIGIX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$365 | $576 | | 5 Yr Expense Projection*: |
$633 | $875 | | 10 Yr Expense Projection*: |
$1,406 | $1,735 |
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1.47% Nasdaq 
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