3 / 5 Stars
4 4 5 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#30 in Conservative Allocation
U.S. News evaluated 183 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 6.19 percent over the past year, 6.53 percent over the past three years, 10.43 percent over the past five years, and 5.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||10.4%|
|10 Years (Annualized)||5.0%|
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 invests approximately 69.8% of assets in Bond funds, about 30% of assets in Stock funds, and 0.2% in the Money Market fund. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are Low compared to funds in the same category.
Transamerica Institutional 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.