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Transamerica Floating Rate Fund Class I (0P0000ZBM5)

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9.020 -0.010    -0.11%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 76.5M
Type:  Fund
Market:  United States
Issuer:  Transamerica
Asset Class:  Other
Transamerica Floating Rate Fund Class I 9.020 -0.010 -0.11%

0P0000ZBM5 Overview

 
On this page you'll find an in-depth profile of Transamerica Floating Rate Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZBM5 among other information.
Category

Bank Loan

Total Assets

76.5M

Expenses

0.61%

Inception Date

Oct 31, 2013

Investment Strategy

The investment seeks to achieve a high level of current income with capital appreciation as a secondary objective. Under normal circumstances the fund's sub-adviser seeks to achieve the fund's objective by investing at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in floating rate loans or floating rate debt securities. It can invest in senior loans of any maturity and quality. The majority of the fund's total assets generally will be invested in floating rate loans or floating rate debt securities rated below investment grade, and the fund may invest without limitation in such loans and securities.

Contact Information

Address 1801 California Street, Suite 5200
Denver,CO 80202
United States
Phone +1 8882334339

Top Executives

Name Title Since Until
Zach Halstead Portfolio Manager 2018 Now
Biography Zach Halstead is a senior portfolio manager responsible for the portfolio management of bank loans strategies. He also serves on the portfolio management team for LDI and CDI mandates. Prior to his current role, Zach was a bank loans research analyst. Zach has been in the industry since and started with the firm and its affiliates in 2014. He received his BBA from the University of Iowa.
Jason P. Felderman Sr. Portfolio Manager 2013 Now
Biography Jason Felderman, CFA, head of leveraged loans and a portfolio manager on the firm’s Bank Loans strategies, is responsible for overall management and development of all leveraged loans portfolios. Jason has managed Bank Loan portfolios since 2012 and leads the effort to grow the leveraged loan strategies, including CLOs, bank loan mutual funds, and separate account portfolios. Prior to his current role, Jason was employed at American Century Investments and at Deloitte & Touche. He has been in the industry since 2000 and started with the firm in 2003. Jason received his BBA in accounting from the University of Northern Iowa and his MBA from the University of Kansas. He is a CFA® charterholder.
John F. Bailey Head of Bank Loans/PM 2013 2023
Biography John Bailey, CFA, is head of leveraged loans responsible for overall management and development of all leveraged loans portfolios. Additionally, he leads the effort to grow the leveraged loan strategies including CLO’s, bank loan mutual funds and separate account portfolios. Prior to his current role, John was a private placement analyst at the firm for three years. Prior to joining the organization, he held various commercial lending positions at American National Bank and the Bank of Nova Scotia. John has been in the industry since 1990 and started with the firm and its affiliates in 1994. He received his BBA in finance and his MBA from the University of Iowa. John is a CFA® charterholder.
James K. Schaeffer - 2013 2021
Biography Jim Schaeffer is global head of leveraged finance and serves as a portfolio manager for the various leveraged finance strategies. He is also responsible for stressed and special situation securities, and all restructuring and bankruptcy situations for the firm. In addition, he is a member of the Aegon Asset Management Steering Committee that sets global macro and asset allocation strategies (global macro views) and has responsibility for implementation of those views in the US. Prior to his current role, Jim served as a vice president at PPM America’s Distressed Debt and Workout group.
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