Transamerica Premier Instl Divsfd Eq
570 Carillon Parkway Los Angeles CA 90015
Map
Phone: 800-892-7587
| Category: | Large Growth | | Fund Family: | Transamerica Premier | | Net Assets: | 470.00K | | Year-to-Date Return: | -36.70% | | Yield: | 0.65% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-05 |
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Gary U. Rolle
Lead Manager since
01-Feb-05 | | | Rolle is a Principal, Managing Director and Chief Investment Officer at TIM. He joined TIMs predecessor in 1967. He also manages sub-advised funds and institutional separate accounts in the large growth equity discipline. From 1980 to 1982, he served as the Chief Investment Officer for SunAmerica then returned to TIM as Chief Investment Officer. Rolle holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | 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 capital appreciation. The fund invests at least 80% of assets in a diversified portfolio of domestic equity securities issued by companies of all sizes. However, it invests in the securities of companies whose market capitalization (total market value of publicly traded securities) is greater than $500 million. |
| Last Dividend
(28-Dec-07):
| 0.06 | | Last Cap Gain
(28-Dec-07):
| 0.58 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 97.51% |
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| Expense | TRDEX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,882 | $615 | | 5 Yr Expense Projection*: |
$3,546 | $944 | | 10 Yr Expense Projection*: |
$7,154 | $1,866 |
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2.63% Nasdaq 0.00%
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