2 / 5 Stars
2 3 2 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||6.0%|
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 are Average compared to funds in the same category.
Transamerica Asset Allocation Moderate Growth Portfolio Fund has an expense ratio of 0.58 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.