Transamerica Tactical Allocation Fund

U.S. News evaluated 85 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 5.90 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 5.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize long term total return. The fund invests in a combination of underlying exchange traded funds ("ETFs"). The sub-adviser expects to allocate substantially all of its assets among underlying index-based ETFs to achieve targeted exposure to global equities, commodities and derivative securities, as well as U.S. and international fixed income securities. The fund's allocation of its assets will generally vary as follows: 16% to 70% in global equities, including emerging markets; 0% to 8% in inflation-protected securities; 0% to 15% in commodities; 14% to 70% in fixed income securities; and 0% to 5% in derivative securities.

Fees

Fees are Low compared to funds in the same category.
Transamerica Tactical Allocation Fund has an expense ratio of 1.15 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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