4 / 5 Stars
4 4 4 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#32 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 15.26 percent over the past year, 10.31 percent over the past three years, 17.26 percent over the past five years, and 5.73 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||5.7%|
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 in securities through an underlying master fund having the same investment goals and strategies. Generally, the fund invests approximately 60% of its assets in equity securities and approximately 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).
Fees are Above Average compared to funds in the same category.
Transamerica Partners Balanced Fund has an expense ratio of 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.