Transamerica Partners Instl Small Grth
570 Carillon Parkway St. Petersburg FL 33716
Map
Phone: 800-755-5801
| Category: | Small Growth | | Fund Family: | Transamerica | | Net Assets: | 75.94M | | Year-to-Date Return: | -8.41% | | Yield: | 2.98% | | Morningstar Rating: |  | | Fund Inception Date: | 29-May-03 |
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Mark D. Garfinkel
Lead Manager since
01-May-07 | | | Garfinkel is a founding partner of the Perimeter Capital Management LLC and a member of its management committee. He has over 19 years of investment management experience. Prior to the formation of the Adviser in June 2006, Garfinkel spent 8 years managing Trusco Capital Managements small cap growth discipline, which he and lead analyst, Jim Behre co-designed in 1998. Garfinkel 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 to provide a high total investment return through investing in a diversified portfolio of common stocks. The fund invests primarily in stocks of companies with small market capitalizations which the fund's advisers believe have above average growth potential. Under normal market circumstances the fund invests at least 80% of assets in small-cap companies with market capitalizations within the range of capitalization of the companies that are included in the Russell 2000 index. |
| Last Dividend
(20-Dec-07):
| 0.38 | | Last Cap Gain
(20-Dec-07):
| 0.53 | | Annual Holdings Turnover
| 144.00% | | Average for Category:
| 114.64% |
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| Expense | DISGX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$490 | $686 | | 5 Yr Expense Projection*: |
$845 | $1,085 | | 10 Yr Expense Projection*: |
$1,848 | $2,158 |
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5.41% Nasdaq 
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