Transamerica WMC Diversified Gr I

The investment seeks to maximize long-term growth.
The fund invests normally at least 80% of net assets in domestic common stocks. It invests primarily in common stocks of growth-oriented companies. Consistent with the fund’s objective and other policies, the fund may invest to a lesser extent in derivatives, including futures, forwards, options and swaps. The fund may also invest up to 20% of total assets in foreign securities (not including American Depositary Receipts, American Depositary Shares or U.S. dollar denominated securities of foreign issuers).

Key stats

Management firm  Transamerica
Domicile  United States
Fund Administrator  Transamerica Asset Management, Inc
Global Branding Name  Transamerica
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  2009-11-30
Obsolete Date  2012-02-10
ISIN  US8939622259
Manager 1 Name  Paul Marrkand
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2012-01-31
Return - 1 Month  7.97%
Return - 2 Months  6.05 %
Return - 3 Months  4.53%
Return - 6 Months  0.69 %
Return - 9 months  -4.78 %
Return - 12 Months  0.89%
Annualized return 24 months  12.69 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  10.84%
Return YTD  7.97%

Ratings

Morning Star Rating Date   2012-01-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.73 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Transamerica Funds
Contact Address 2  570 Carillon Parkway
Contact city  St Petersburg
Contact country  United States
Fund Admin Group  Transamerica
Web Address  www.transamericafunds.com
Custodian  State Street Bank & Trust Co

Price

Last Price Date  2012-02-10
Pre-tax nav  10.43
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.08
Price change (percentage)  -0.71 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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