Transamerica Tactical Rotation Fund

U.S. News evaluated 98 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 16.31 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 16.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund invests in a combination of underlying exchange traded funds ("ETFs"). Under normal circumstances, the sub-adviser expects to allocate substantially all its assets among underlying index-based ETFs to achieve targeted exposure to global equities and short-term fixed income securities. The fund's allocation of assets will generally vary as follows: 20% to 100% in global equities, including emerging and frontier markets; and 0% to 80% in short duration, investment grade fixed income securities, inflation-protected securities and/or cash.

Fees

Fees are Low compared to funds in the same category.
Transamerica Tactical Rotation 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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