4 / 5 Stars
4 4 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#42 in Short-Term Bond
U.S. News evaluated 120 Short-Term 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 2.17 percent over the past year, 3.44 percent over the past three years, and 5.88 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.4%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of income consistent with minimal fluctuation in principal value and liquidity. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in fixed-income securities. The fund's portfolio weighted average duration will typically range from 1 to 2.5 years. The fund expects to typically invest no more than 10% of its net assets, but may invest up to 20% of its net assets, in high-yield debt securities (commonly known as "junk bonds").
Fees are High compared to funds in the same category.
Transamerica Short-Term Bond Fund has an expense ratio of 0.83 percent.
Risk is Average compared to funds in the same category according to Morningstar.