Transamerica Tactical Income Fund

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 6.02 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 6.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 Above Average compared to funds in the same category.
Transamerica Tactical Income Fund has an expense ratio of 0.88 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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