Transamerica Large Cap Value C
St Petersburg FL 33716
570 Carillon Parkway
Transamerica Funds
管理資訊
,自 2020年11月30日 起的牽頭經辦人
Jeff is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity
Large Cap Value and Focused Large Cap Value strategies. Jeff joined
Rothschild & Co Asset Management US in 2015 and has been in the industry
since 2001. Previously, he served as a co-portfolio manager for the Global
Focus strategy at PineBridge Investments. He was also an Equity Research
Analyst at Banc of America Securities and Schwab Soundview Capital
Markets, and a Consultant for FactSet Research Systems. Jeff earned a BS
from the University of Vermont and an MBA from New York University's
Stern School of Business.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作,幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點,並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況,但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險,並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金,我們在分配一個永久類別前,會先預測該基金的類別。必要時,我們可能會根據投資組合最新的變化來更改類別分配。