Transamerica Multi-Managed Balanced Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 1 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

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 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%
1 Year 13.9%
3 Years (Annualized) 8.8%
5 Years (Annualized) 18.3%
10 Years (Annualized) 6.7%

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Summary

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

Fees are High compared to funds in the same category.
Transamerica Multi-Managed Balanced Fund has an expense ratio of 2.24 percent.

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Risk

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

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