TFOIX – Transamerica Capital Growth I Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize long-term growth. The fund seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included 40Transamerica Capital Growth in the Russell 1000® Growth Index. It may invest up to 25% of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar denominated securities that are traded on a U.S. exchange and local shares of non-U.S. issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TFOIX	Transamerica Capital Growth Fund Class I	Institutional	Open			Nov 30, 2009	$573.09M	0.820%	Above Average	$1M	−$204.77M
—	Transamerica Capital Growth Fund Class I2	Institutional	Open			Sep 30, 2011	$91.49M	0.730%	Above Average	$0	−$10.41M
IALAX	Transamerica Capital Growth Fund Class A	Front Load	Open			Mar 1, 1999	$430.69M	1.090%	Above Average	$1,000	−$74.08M
ILLLX	Transamerica Capital Growth Fund Class C	Level Load	Open			Nov 11, 2002	$96.25M	1.870%	Above Average	$1,000	−$43.36M
TCPWX	Transamerica Capital Growth Fund Class R6	Retirement, Large	Open			Oct 18, 2019	$12.98M	0.730%	High	$0	−$9.19M
TAAEX	Transamerica Capital Growth Fund Class R	Retirement, Medium	Open			Mar 1, 2022	$13,326.00	1.410%	High	$0	$1.04

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