4 / 5 Stars
4 4 3 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 13.89 percent over the past year, 8.80 percent over the past three years, 18.33 percent over the past five years, and 6.72 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||6.7%|
The investment seeks to provide a high total investment return through investments in a broadly diversified portfolio of stocks, bonds and money market instruments. The fund invests approximately 60% of its assets in equity securities and 40% of its assets in fixed-income and money market securities (investing at least 25% of its assets in fixed-income senior securities, including debt securities and preferred stocks). Under adverse or unstable market, economic or political conditions, the fund may take temporary defensive positions in cash and short-term debt securities without limit.
Fees are High compared to funds in the same category.
Transamerica Multi-Managed Balanced Fund has an expense ratio of 2.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.