3 / 5 Stars
3 4 5 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#33 in Conservative Allocation
U.S. News evaluated 190 Conservative 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 7.58 percent over the past year, 6.26 percent over the past three years, 11.33 percent over the past five years, and 4.84 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||6.3%|
|5 Years (Annualized)||11.3%|
|10 Years (Annualized)||4.8%|
The investment seeks to achieve reasonable returns with considerably less than average volatility as compared to other balanced funds. The fund invests in a combination of Transamerica Partners funds. It generally allocates 69.8% of its assets to fixed-income funds, 30% to equity funds, and 0.2% to 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 Asset Allocation-Short/Intermediate Horizon has an expense ratio of 0.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.