Transamerica Capital Growth Fund R (TAAEX)

Overview

The fund is designed for investors seeking long-term capital growth through a diversified portfolio primarily oriented towards established and emerging companies. The investment strategy emphasizes companies with capitalizations that fall within the range of the Russell 1000® Growth Index at the time of purchase. The focus on both established and emerging markets allows for a balanced approach, aiming to capitalize on growth opportunities across a broad spectrum of industries and regions. By including up to 25% of its net assets in securities of foreign issuers, the fund diversifies its portfolio beyond domestic markets, potentially enhancing returns while mitigating risk. This makes it an attractive option for investors looking to achieve significant capital appreciation over the long term.

Products and Services

• Investments in Established and Emerging Companies

  This service targets the core of the fund's strategy, focusing on investing in companies within the capitalization range of the Russell 1000® Growth Index. It aims at long-term capital growth by identifying companies with high growth potential in both established and emerging markets.

• Foreign Securities Investments

  Up to 25% of the fund's net assets may be allocated to securities of foreign issuers. This includes investments in emerging market or developing countries, and may extend to various instruments like ADRs (American Depository Receipts), GDRs (Global Depository Receipts), ADSs (American Depositary Shares), GDSs (Global Depositary Shares), foreign U.S. dollar-denominated securities that are traded on a U.S. exchange, and local shares of non-U.S. issuers. This diversification allows the fund to tap into global opportunities, aiming to enhance returns and spread investment risk.