Transamerica Capital Growth Fund Class R6 (TCPWX)

Overview

The fund targets long-term capital growth by primarily investing in both established and emerging companies. Its focus is on businesses whose capitalizations, at the time of purchase, fall within the range of those included in the Russell 1000® Growth Index. This investment strategy looks to balance the portfolio with a mix of companies possessing high growth potential across various sectors, thereby providing investors with the opportunity to benefit from market upswings and sectoral growth trends. Additionally, the fund expresses a willingness to diversify internationally, allocating up to a quarter of its assets to foreign securities, which encompasses markets ranging from emerging to developed ones. This approach not only offers exposure to global economic developments but also aims to mitigate the risk associated with the volatility of the domestic market, enhancing the potential for superior risk-adjusted returns over the long haul.

Products and Services

• Investments in Established and Emerging Companies

Primarily, the fund invests in a carefully selected mix of established and emerging companies, aiming to leverage the growth potential and innovation within sectors represented in the Russell 1000® Growth Index. This strategy is designed to capture gains from both the stability of well-established firms and the dynamic growth of emerging enterprises, striking a balance that seeks to maximize long-term capital growth for investors.

• International Securities Investments

Up to 25% of the fund's net assets are allocated to international markets, which include securities of foreign issuers from both emerging market or developing countries and developed regions. The investment in these securities is diversified through various instruments such as ADRs (American Depositary Receipts), GDRs (Global Depositary Receipts), ADSs (American Depositary Shares), GDSs (Global Depositary Shares), foreign U.S. dollar-denominated securities traded on U.S. exchanges, and local shares of non-U.S. issuers. This diversified approach to international investing allows the fund to tap into the growth potential of global markets, while also seeking to minimize the geopolitical and currency risks associated with international investments.