Transamerica Partners Small Core Fund
570 Carillon Parkway St. Petersburg FL 33716
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Phone: 800-755-5801
| Category: | Small Blend | | Fund Family: | Transamerica | | Net Assets: | 206.54M | | Year-to-Date Return: | -9.92% | | Yield: | 4.77% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-94 |
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William J. Wolfenden III
Lead Manager since
31-Mar-99 | | | Wolfenden is a principal of RS Investments and joined the firm in April 2001. Previously, he had been at Dresdner RCM Global Investors since 1994, where he served on the micro-cap growth investment management teams. Before that, he spent four years in commercial banking for Westamerica Bank and the Bank of California. |
| 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 capital appreciation. The fund invests at least 80% of assets in stocks of companies with small to medium market capitalizations that the advisors believe have above average growth potential. The fund considers companies with market capitalizations of less than $15 billion to have small market capitalizations. |
| Last Dividend
(20-Jun-08):
| 0.02 | | Last Cap Gain
(20-Dec-07):
| 2.76 | | Annual Holdings Turnover
| 97.00% | | Average for Category:
| 92.45% |
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| Expense | DVPEX | Category
Avg | | Total Expense Ratio: | 1.42%
| 1.39% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$449 | $589 | | 5 Yr Expense Projection*: |
$776 | $962 | | 10 Yr Expense Projection*: |
$1,702 | $1,922 |
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1.47% Nasdaq 
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