Transamerica Capital Growth Fund Class I (TFOIX)

Overview

The fund is designed for investors seeking long-term capital growth, focusing primarily on investing in both established and emerging companies. Its strategy involves selecting companies with capitalizations within the range of those included in the Russell 1000® Growth Index at the time of purchase. The fund is managed with a dynamic approach, aiming to adapt and capitalize on the growth of companies with promising futures. By targeting entities within the specified market cap range, the fund positions itself to benefit from the potential success of these companies, which are considered to have high growth prospects. Additionally, the fund's provision for investing up to 25% of its net assets in foreign securities adds a layer of diversification, which can help manage risk and explore opportunities in international markets, including emerging and developing countries.

Products and Services

The fund offers a focused range of investment options aimed at achieving long-term capital growth through a strategic blend of domestic and international holdings. Detailed below are the primary avenues through which the fund seeks to reach its growth objectives:

• Investment in Established and Emerging Companies:

  This product centers around investing in companies considered to be on a trajectory of growth. These companies are selected based on their market capitalization being within the range of the Russell 1000® Growth Index at the time of purchase. The emphasis is on identifying and investing in companies, both established and on the rise, that exhibit potential for significant growth and value increase over time.

• Foreign Securities Investment:

  Up to 25% of the fund's net assets may be allocated to foreign securities. This diversification strategy includes investments in foreign issuers, including those from emerging markets or developing countries, and covers a variety of security types such as ADRs (American Depositary Receipts), GDRs (Global Depositary Receipts), ADSs (American Depositary Shares), GDSs (Global Depositary Shares), and U.S. dollar-denominated securities traded on U.S. exchanges, as well as local shares of non-U.S. issuers. This approach aims to broaden the investment horizon of the fund, tapping into international markets for potential growth opportunities while managing the risks associated with global investing.