Transamerica Partners Instl Mid Value
570 Carillon Parkway St. Petersburg FL 33716
Map
Phone: 800-755-5801
| Category: | Mid-Cap Value | | Fund Family: | Transamerica | | Net Assets: | 320.61M | | Year-to-Date Return: | -8.80% | | Yield: | 3.98% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Oct-01 |
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Jay B. Abramson
Lead Manager since
11-Oct-01 | | | Abramson is chief investment officer, president, and co-portfolio manager at CRM. He joined CRM as a portfolio manager in 1985. |
| 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 a high total investment return. The fund normally invests at least 80% of net assets in securities of medium sized companies. It primarily invests in companies which the fund's advisers believe have valuations below their intrinsic value and present an opportunity for earnings improvement. The fund may also invest in foreign securities. |
| Last Dividend
(5-Sep-08):
| 0.03 | | Last Cap Gain
(5-Sep-08):
| 0.02 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 80.03% |
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| Expense | DIMVX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$397 | $635 | | 5 Yr Expense Projection*: |
$686 | $955 | | 10 Yr Expense Projection*: |
$1,514 | $1,916 |
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1.49% Nasdaq 
0.27%
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