| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
4
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#30 in Moderate Allocation
U.S. News evaluated 278 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.02 percent over the past year, 12.75 percent over the past three years, 6.06 percent over the past five years, and 6.29 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 9.1% |
| 1 Year | 18.0% |
| 3 Years (Annualized) | 12.8% |
| 5 Years (Annualized) | 6.1% |
| 10 Years (Annualized) | 6.3% |
Summary
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
Fees are Average compared to funds in the same category.
Transamerica Partners Institutional Balanced Fund has an expense ratio of 0.75 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
