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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 6.08 percent over the past year, and 1.03 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.7% |
| 1 Year | 6.1% |
| 3 Years (Annualized) | 1.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a combination of capital appreciation and income. The fund normally invests its assets in a combination of equity securities, fixed income instruments, forwards and derivatives. It normally seek to target an annualized volatility of approximately 10%, exclusive of hedging strategies that may further reduce volatility. On average, the fund will seek to target approximately 50% equity-related exposure. However, the fund normally adjusts its overall equity exposure between 10% and 60% of its net assets in seeking to manage the portfolio's volatility.
Fees
Fees are Above Average compared to funds in the same category.
Transamerica PIMCO Tactical - Balanced VP has an expense ratio of 0.99 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
