Transamerica Partners Total Return Bond
570 Carillon Parkway St. Petersburg FL 33716
Map
Phone: 800-755-5801
| Category: | Intermediate-Term Bond | | Fund Family: | Transamerica | | Net Assets: | 142.53M | | Year-to-Date Return: | -3.99% | | Yield: | 4.70% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jun-05 |
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S. Kenneth Leech
Lead Manager since
03-Jun-05 | | | Leech is a chief investment officer of Western Asset Management Company. Prior to joining Western in 1990, he was a portfolio manager with Greenwich Capital Markets from 1988 to 1990; the First Boston Corporation from 1980 to 1988; and the National Bank of Detroit from 1977 to 1980. |
| 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 maximize long term total return. The fund invests primarily in investment grade debt securities and U.S. government obligations. It also invests in securities of foreign issuers. Under normal circumstances the fund invests at least 80% of net assets in bonds and related investments. The fund considers securities rated at least BBB by Standard & Poor's or Fitch or Baa by Moody's to be investment grade securities. Its dollar-weighted average effective maturity generally is between five and fifteen years under normal circumstances. |
| Last Dividend
(5-Sep-08):
| 0.10 | | Last Cap Gain
(5-Sep-08):
| 0.01 | | Annual Holdings Turnover
| 521.00% | | Average for Category:
| 200.26% |
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| Expense | DVTRX | Category
Avg | | Total Expense Ratio: | 1.00%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$318 | $466 | | 5 Yr Expense Projection*: |
$552 | $718 | | 10 Yr Expense Projection*: |
$1,228 | $1,428 |
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1.49% Nasdaq 
0.27%
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