The Investor First Methodology 

Success doesn’t happen by accident. Each portfolio manager must meet the rigorous standards required by our Investor First process, which includes the following four steps:  

Quantitative Analysis

1. Quantitative Analysis 

We look at the numbers to identify strategies that strive to deliver strong, risk-adjusted returns, style consistency, and reduced risk.

Qualitative Analysis

2. Qualitative Analysis 

We examine important factors, such as a manager’s investment philosophy, portfolio construction process, organizational structure, and risk management. This means going beyond hard numbers to truly understand the context that leads to the outcomes.

Investment Manager Recommendation

3. Investment Manager Recommendation 

We combine our quantitative and qualitative analyses with an objective, collaborative process to recommend an investment manager. Our Investment and Investment Risk committees vet each manager we choose.

Continuous Monitoring

4. Continuous Monitoring 

We continuously monitor the fund managers we select. Each day, week, month, and quarter, we assess their investment performance, adherence to style, portfolio volatility, and active share. When managers do not meet expectations, they may be replaced.

The Investor First℠ Process is our ongoing commitment to making sure you have access to the investments you deserve from some of the best asset managers in the industry. This process only applies to funds advised by Transamerica Asset Management, Inc. (TAM) and not to non-proprietary funds.

TAM is an SEC registered investment adviser. The funds advised and sponsored by Transamerica Asset Management, Inc. include Transamerica Funds, Transamerica Series Trust and DeltaShares® exchange-traded funds. Transamerica Asset Management, Inc., is an indirect wholly owned subsidiary of Aegon N.V., an international life insurance, pension, and asset management company.

Mutual Fund Prospectus  

IMPORTANT INFORMATION

Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results.

Mutual Funds are sold by prospectus. Before investing, consider the funds' investment objectives, risks, charges, and expenses. This and other important information is contained in the prospectus. Please click here, or contact your financial professional to obtain a prospectus or, if available, a summary prospectus containing this information. Please read it carefully before investing.

The COVID-19 pandemic has caused substantial market disruption and dislocation around the world including the U.S. During periods of market disruption, which may trigger trading halts, the fund’s exposure to the risks described elsewhere in the prospectus will likely increase. As a result, whether or not the fund invests in securities of issuers located in or with significant exposure to the countries directly affected, the value and liquidity of the fund’s investments may be negatively affected.

Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, Inc. (TCI) member of FINRA.  

1801 California St. Suite 5200, Denver, CO 80202.