4 / 5 Stars
3 3 4 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#11 in Conservative Allocation
U.S. News evaluated 187 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 14.48 percent over the past year, 8.39 percent over the past three years, 11.54 percent over the past five years, and 5.78 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||11.5%|
|10 Years (Annualized)||5.8%|
The investment seeks long-term returns from a combination of investment income and capital appreciation with slightly less 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: 50% of assets in equity funds, 49.8% 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 Horizon has an expense ratio of 0.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.