3 / 5 Stars
1 2 4 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#43 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 22.61 percent over the past year, 10.64 percent over the past three years, 19.67 percent over the past five years, and 5.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||5.7%|
The investment seeks to provide long-term returns from growth of capital and growth of income. The fund invests in a combination of Transamerica Partners funds. It generally allocates assets within the following parameters: 90% of assets in equity funds, 9.8% 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-Long Horizon has an expense ratio of 0.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.