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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 279 Moderate 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 11.48 percent over the past year, and 3.80 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.0% |
| 1 Year | 11.5% |
| 3 Years (Annualized) | 3.8% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund normally invests 50-60% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 40% of its assets in fixed-income senior securities. The fund will invest 40-50% of its assets in U.S. equities, with no more than 5% in small cap stocks, and 5-15% in international equities. The fund will, in aggregate, have no more than 5% in real estate investment trusts, emerging market equities and emerging market fixed income, and high yield debt.
Fees
Fees are Above Average compared to funds in the same category.
Transamerica Janus Balanced VP has an expense ratio of 0.88 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
