3 / 5 Stars
3 4 3 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#28 in Multisector Bond
U.S. News evaluated 80 Multisector Bond 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 7.07 percent over the past year, 6.47 percent over the past three years, 9.86 percent over the past five years, and 5.45 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.9%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||9.9%|
|10 Years (Annualized)||5.5%|
The investment seeks to provide high total return through a combination of current income and capital appreciation. The fund generally invests at least 80% of net assets (plus the amount of borrowings, if any, for investment purposes) in fixed-income securities. Up to 50% of the fund's assets may be invested in debt securities which are not rated by Moody's or S&P or, if so rated, are not within the grades or ratings (commonly known as "junk bonds"). The fund may invest up to 20% of its total assets in equity securities. It may invest in securities of any maturity and does not have a target average duration.
Fees are Low compared to funds in the same category.
Transamerica Flexible Income Fund has an expense ratio of 0.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.