TA IDEX Transamerica Growth Opport C
570 Carillon Parkway St Petersburg FL 33716
Phone: 888-233-4339
| Category: |
Mid-Cap Growth |
| Fund Family: |
Transamerica IDEX |
| Net Assets: |
20.57M |
| Year-to-Date Return: |
21.43% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
11-Nov-02 |
|
Edward S. Han
Lead Manager since
31-Mar-05 |
|
| Han is a vice president and portfolio manager with Transamerica Investment Management, his employer since 1998. From 1993 to 1998, he was a vice president of the health care finance group of the Bank of America. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$500 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks to maximize long-term growth. The fund normally invests at least 65% of assets in a diversified portfolio of equity securities of small companies. Generally the fund invests in companies whose market capitalizations are no more than $10 billion. The advisor select stocks that are issued by small U.S. companies that show strong potential for steady growth and high barriers to competition. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
59.00% |
| Average for Category:
|
114.05% |
|
| Expense |
ITSLX |
Category
Avg |
| Total Expense Ratio: |
2.38%
|
1.51% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
1.00%
|
2.69% |
| 3 Yr Expense Projection*: |
$742 |
$697 |
| 5 Yr Expense Projection*: |
$1,270 |
$1,089 |
| 10 Yr Expense Projection*: |
$2,716 |
$2,172 |
|
|
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