Transamerica Asset Allocation Moderate Growth Portfolio Fund

Scorecard
2 / 5 Stars
Lipper
2 3 2 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#97 in Moderate Allocation

U.S. News evaluated 247 Moderate 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 17.60 percent over the past year, 8.42 percent over the past three years, 16.46 percent over the past five years, and 6.03 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 17.6%
3 Years (Annualized) 8.4%
5 Years (Annualized) 16.5%
10 Years (Annualized) 6.0%

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Summary

The investment seeks capital appreciation with current income as a secondary objective. The fund invests its assets in a broad mix of underlying Transamerica Funds. Under normal circumstances, investments in underlying funds are expected to achieve a mix over time of approximately 70% of assets in equities, which may include both stocks and commodity-related securities, and approximately 30% of assets in fixed-income, which may include bonds, cash, cash equivalents, and other money market instruments. These percentages may vary. The fund may also invest directly in U.S. government securities and/or short-term commercial paper.

Fees

Fees are Average compared to funds in the same category.
Transamerica Asset Allocation Moderate Growth Portfolio Fund has an expense ratio of 0.58 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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