Transamerica Capital Growth Fund Class I2 (0P00003AB2)

Overview

The fund is designed for investors seeking long-term capital growth, primarily through investments in both established and emerging companies. The investment strategy involves selecting companies that, at the time of purchase, have market capitalizations within the range of those included in the Russell 1000® Growth Index. This index is notable for tracking the performance of publicly traded large- and mid-cap companies in the United States that exhibit growth characteristics. An additional aspect of this fund's investment approach is its flexibility to allocate up to 25% of its net assets to securities of foreign issuers. This includes those located in emerging markets or developing countries, as well as investments in various forms of depositary receipts and foreign U.S. dollar-denominated securities traded on U.S. exchanges. By incorporating a mix of domestic growth stocks and selective international exposure, the fund aims to provide a diversified growth-oriented portfolio.

Products and Services

• Investment in Established and Emerging Companies

This product targets long-term capital growth by investing in a mix of established and emerging companies. The focus is on firms with market capitalizations at the time of purchase within the range of those included in the Russell 1000® Growth Index, aiming to leverage the growth potential of these companies.

• Allocations to Foreign Issuers

Up to 25% of the fund's net assets may be invested in securities of foreign issuers. This includes a broad spectrum of investments such as issuers located in emerging markets or developing countries, American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), American Depositary Shares (ADSs), Global Depositary Shares (GDSs), and foreign U.S. dollar-denominated securities traded on a U.S. exchange. This diversification aims to enhance the growth potential of the portfolio by tapping into international markets.