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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 148 World Allocation 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 16.20 percent over the past year, 8.66 percent over the past three years, and 3.36 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.3% |
| 1 Year | 16.2% |
| 3 Years (Annualized) | 8.7% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high total return. The fund invests in United States and foreign equity securities, debt and money market securities, the combination of which may be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends. It invests in a number of countries throughout the world. The fund may invest up to 35% of assets in "junk" bonds, corporate loans and distressed securities. It may also gain exposure to the commodities markets by investing up to 25% of its total assets in a wholly-owned subsidiary of the fund.
Fees
Fees are Below Average compared to funds in the same category.
Transamerica Global Allocation Fund has an expense ratio of 0.96 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
