3 / 5 Stars
3 4 2 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#14 in Aggressive Allocation
U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.63 percent over the past year, 9.48 percent over the past three years, 17.20 percent over the past five years, and 5.68 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||5.7%|
The investment seeks to achieve long-term returns from a combination of investment income and capital appreciation with slightly more than average volatility as compared to other balanced funds. The fund invests in a combination of Transamerica Partners funds. It generally allocates assets within the following parameters: 70% of assets in equity funds, 29.8% in fixed-income funds, and 0.2% in a money-market fund. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are Average compared to funds in the same category.
Transamerica Institutional Asset Allocation-Intermediate/Long Horizon has an expense ratio of 0.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.