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Mutual Fund Insights: Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

In-depth Analysis of Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

Mutual fund chart: Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

3 months
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1 year
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See Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) performance details as of January 31, 2010

  

    Last Trade: $10.02 on 3/18/2010, Change: -0.02 (-0.2%)

  

Fund Manager - Brian Weinstein

Fund Manager Tenure: 2.9 years
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Weinstein, managing director, is a co-head of the Global/Non-Dollar Portfolio Team within BlackRock's Fixed Income Portfolio Management Group. Mr. Weinstein moved to his current role in the Portfolio Management Group in 2002. He joined BlackRock in 2000 as an analyst in the Portfolio Analytics Group after spending several summers with BlackRock as an intern.  Get more insights on Brian Weinstein

  

What we like about Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) What we like about Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

Data for Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) as of January 31, 2010

  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) has good mid-term performance (3-year return 6.19% vs 5.79% Inflation-Protected Bond category average)
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) has good Long-term performance (5-year return 4.49% vs 4.00% Inflation-Protected Bond category average)
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) ratio of up-years vs down years is greater than 2
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) has an annual stock turnover rate of 154.00% vs Inflation-Protected Bond average of 225.32%. It is good that Transamerica Ptnrs Instl Infl-Prot Sec management does not trade extensively for its return.
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.8, lower than category average of 9.17
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) has a lower management fee than its Inflation-Protected Bond average: 0.65% vs 0.85%

  

What we are cautious about Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) What we are cautious about Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

Data for Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) as of January 31, 2010

  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) management has been with Transamerica Ptnrs Instl Infl-Prot Sec Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund is a focused fund with 30.27% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) has a less-than-ideal short-term performance (1-year return 10.86% vs 12.14% Inflation-Protected Bond category average)
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) has a Morningstar rating of 3 and below
  • Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) is less safe compared to its Inflation-Protected Bond peers
  • Even though Transamerica Ptnrs Instl Infl-Prot Sec Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Inflation-Protected Bond category?

Below are some additional Inflation-Protected Bond mutual funds generated out of our database

  

Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) Net Asset

Track net asset change of Transamerica Ptnrs Instl Infl-Prot Sec fund (DIIGX)

DateNet Asset
01/2010$139.97M
11/2009$143.20M
10/2009$142.51M
More historic net asset information on Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

  

Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) Portfolio Allocation

Track portfolio allocation change of Transamerica Ptnrs Instl Infl-Prot Sec fund (DIIGX)

DateCashStockBondOther
09/20096.98%0%93.02%0%
06/20095.35%0%94.65%0%
03/20093%0%97%0%
Click here to see more historic asset allocation information on Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

  

Most Recent Top 10 Holdings in Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

Discover what Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX) manager is buying

30-Sep-09
US Treasury Bond (Fut) [36.09%]
Brs8ace42 Irs Usd R F 1.40750 Dub Irs Usd R F 1.41 [18.57%]
Brs8ace42 Irs Usd P V 03mlibor Dub Irs Usd P V 03m [18.4%]
US Treasury Bond 2.375% [9.56%]
US Treasury Bond 3.875% [8.73%]
US Treasury Bond (Fut) [8.54%]
US Treasury Bond (Fut) [8.34%]
US Treasury Note 2% [7.79%]
US Treasury Bond 2% [7.26%]
US Treasury Note 2% [6.99%]

30-Jun-09
Brs8ace42 Irs Usd P V 03mlibor [15.65%]
Brs8ace42 Irs Usd R F 1.41000 [15.63%]
US Treasury Bond 2.375% [9.84%]
US Treasury Note 2% [8.85%]
US Treasury Note 2% [7.04%]
US Treasury Bond 3.875% [6.78%]
US Treasury Bond 2% [6%]
Brs7rz636 Irs Usd R F 1.59500 [5.77%]
Brs7rz636 Irs Usd P V 03mlibor [5.72%]
US Treasury Note 1.875% [5.57%]

31-Mar-09
US Treasury Bond 2.375% [10.38%]
US Treasury Note 2% [9.23%]
US Treasury Note 2% [8.6%]
US TREASURY NOTE [6.91%]
US Treasury Bond 3.875% [6.61%]
US Treasury Note 1.875% [5.89%]
US Treasury Bond 2% [5.84%]
US Treasury Note 2.5% [5.03%]
US Treasury Bond 1.75% [4.78%]
US Treasury Note 2% [3.92%]
Click here for Stock Holding Change Map in Transamerica Ptnrs Instl Infl-Prot Sec Fund (DIIGX)

  

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