Transamerica Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.297.1813.04-6.5010.55
    Category Average-1.987.0413.17-6.3410.69
    Assets for Each Yr*34.3936.1846.1339.9841.52
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.55 5.56 4.50

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $41,519 mil $0 29.32 70.68
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 27.75 1.06 Average
    International Stock 3.6 17.02 1.18 Average
    Municipal Bond 3.7 4.30 0.86 Average
    Taxable Bond 3.8 25.74 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Transamerica Growth Michael A. Del Balso 14.60
    Transamerica Interna Brandon H. Harrell 13.90
    Transamerica High Qu Peter S. Kaplan 11.40
    Transamerica High Yi Benjamin D. Miller 9.10
    Transamerica Concent Nicholas C. Haffenre 8.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Transamerica Mid Cap Timothy N. Manning 0.80
    Transamerica Global Alastair Gillespie 0.90
    Transamerica Small C Jason R. Ballsrud 0.90
    Transamerica Interna Priyanshu Mutreja 1.00
    Transamerica Interna Brandon H. Harrell 1.00