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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 200 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 7.54 percent over the past year, and 0.66 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.0% |
| 1 Year | 7.5% |
| 3 Years (Annualized) | 0.7% |
| 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. On average, it will seek to target approximately 70% equity-related exposure. In addition, the fund normally allocate another 30% to fixed income securities or instruments. It may hold up to 5% of its total assets in high yield securities.
Fees
Fees are High compared to funds in the same category.
Transamerica PIMCO Tactical - Growth VP has an expense ratio of 0.99 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
