4 / 5 Stars
4 4 4 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#24 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 13.33 percent over the past year, 10.88 percent over the past three years, 16.37 percent over the past five years, and 6.22 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.2%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||6.2%|
The investment seeks a high total investment return. The fund invests in securities through an underlying master fund having the same investment goals and strategies. Generally, it 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 Institutional Balanced Fund has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.