Transamerica Partners Balanced Fund
570 Carillon Parkway St. Petersburg FL 33716
Map
Phone: 800-755-5801
| Category: | Moderate Allocation | | Fund Family: | Transamerica | | Net Assets: | 75.71M | | Year-to-Date Return: | -15.17% | | Yield: | 2.74% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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Melissa Brown
Lead Manager since
01-May-06 | | | Brown is a senior portfolio manager responsible for the US Portfolios for the Global Quantitative Equity (GQE) group. A member of the GQE Investment Policy Committee, she is involved with all aspects of the portfolio management process. Brown joined Goldman Sachs as a portfolio manager in 1998. From 1984 to 1998, she was the director of Quantitative Equity Research and served on the Investment Policy Committee at Prudential Securities. Brown 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 a high total investment return. The fund invests in a managed mix of equity and debt securities of predominantly U.S. issuers. It may also invest in foreign securities including securities of issuers located in emerging markets. Generally, the fund invests approximately 60% of assets in equity securities and 40% of assets in fixed income and money market securities. |
| Last Dividend
(5-Sep-08):
| 0.10 | | Last Cap Gain
(5-Sep-08):
| 0.02 | | Annual Holdings Turnover
| 226.00% | | Average for Category:
| 71.15% |
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| Expense | DVIBX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$350 | $623 | | 5 Yr Expense Projection*: |
$606 | $950 | | 10 Yr Expense Projection*: |
$1,343 | $1,859 |
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11.08% Nasdaq 0.00%
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