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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 79 Multisector Bond 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 14.93 percent over the past year, 10.64 percent over the past three years, and 10.80 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.6% |
| 1 Year | 14.9% |
| 3 Years (Annualized) | 10.6% |
| 5 Years (Annualized) | 10.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high total investment return through a combination of current income and capital appreciation. The fund normally invests at least 80% of its assets (plus the amount of borrowings, if any, for investment purposes) in fixed-income securities. It invests primarily in investment grade fixed-income securities, although it may invest up to 35% of its assets in lower-rated fixed-income securities ("junk bonds") and up to 20% of its assets in equities and preferred stocks. The fund may invest in fixed-income securities of any maturity. It may also invest up to 10% of its assets in bank loans and up to 20% of its assets in foreign securities.
Fees
Fees are Below Average compared to funds in the same category.
Transamerica Bond Fund has an expense ratio of 0.71 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
