4 / 5 Stars
4 4 3 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 233 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 15.23 percent over the past year, 10.30 percent over the past three years, 14.90 percent over the past five years, and 7.14 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||7.1%|
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 seeks to achieve its objective by primarily investing in the common stock of closed-end funds selected by Aegon USA Investment Management, LLC (the "sub-adviser"). The fund seeks to identify and exploit relative value opportunities in the closed-end fund universe. The overall investment philosophy is predicated on recognizing and capitalizing on market inefficiencies found in this universe.
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.