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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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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 7.28 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 0.5% |
| 1 Year | 7.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income as the primary objective with capital appreciation as a secondary objective. The fund invests primarily in a combination of "ETFs". The sub-adviser seeks to achieve the objective by utilizing a tactical and strategic asset allocation process. The fund's equity allocation will generally vary between 20% and 35% of its net assets. Its allocation to high yield and emerging market fixed income asset classes will generally vary between 30% and 55% of its net assets. The fund's allocation to other bond ETFs will generally vary between 10% and 50% of its net assets.
Fees
Fees are High compared to funds in the same category.
Transamerica Tactical Income Fund has an expense ratio of 0.92 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
