Morningstar

Transamerica Mutual Funds

View all of Transamerica’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Transamerica Funds List

Share Class Type

1 to 25 of 227 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Transamerica Asset Alloc Short Hrzn RTSHRXIntermediate Core-Plus Bond4.86%181.090%Above AverageRetirement, Medium$0
Transamerica Asset Alloc Short Hrzn R4TSHFXIntermediate Core-Plus Bond5.15%120.840%Below AverageRetirement, Medium$5,000
Transamerica Balanced II I3TBLTXModerate Allocation14.57%160.590%LowInstitutional$0
Transamerica International Stock I2TIHIXForeign Large Value15.20%70.810%AverageInstitutional$0
Transamerica International Stock R6TIHJXForeign Large Value15.30%60.810%Above AverageRetirement, Large$0
Transamerica Multi-Managed Balanced ITBLIXModerate Allocation14.44%170.760%AverageInstitutional$1.0 Mil
Transam Short-Term Bond I3TAAQXShort-Term Bond4.53%560.420%AverageInstitutional$0
Transamerica Balanced II RTBLRXModerate Allocation14.14%191.090%LowLevel Load$0
Transamerica Bond ITFXIXIntermediate Core-Plus Bond3.81%730.500%Above AverageInstitutional$1.0 Mil
Transamerica ClearTrack® 2015 R6TDKTXTarget-Date 20159.02%280.550%HighRetirement, Large$0
Transamerica ClearTrack® Rtm Inc R6TCJTXTarget-Date Retirement9.01%200.550%HighRetirement, Large$0
Transamerica Core Bond R6TAGMXIntermediate Core Bond3.55%600.430%AverageRetirement, Large$0
Transamerica Emerging Markets Debt R6TAEDXEmerging Markets Bond7.36%750.750%Below AverageRetirement, Large$0
Transamerica International Sm Cp Val ITISVXForeign Small/Mid Blend13.82%81.110%Above AverageInstitutional$1.0 Mil
Transamerica International Sm Cp Val R6TSLSXForeign Small/Mid Blend——1.010%AverageRetirement, Large$0
Transamerica International Stock ATIHAXForeign Large Value14.95%101.250%Above AverageFront Load$1,000
Transamerica International Stock ITIHBXForeign Large Value15.20%70.840%AverageInstitutional$1.0 Mil
Transamerica Large Core ESG I3TLATXLarge Blend20.49%440.570%Below AverageInstitutional$0
Transamerica Multi-Asset Income ATASHXModerate Allocation13.25%280.990%AverageFront Load$1,000
Transamerica Multi-Asset Income ITSHIXModerate Allocation13.47%250.720%AverageInstitutional$1.0 Mil
Transamerica Multi-Managed Balanced AIBALXModerate Allocation14.29%180.980%Below AverageFront Load$1,000
Transamerica Multi-Managed Balanced CIBLLXModerate Allocation13.59%241.730%AverageLevel Load$1,000
Transamerica Multi-Managed Balanced RTAAHXModerate Allocation14.06%201.160%AverageRetirement, Medium$0
Transamerica Multi-Managed Balanced R6TAMMXModerate Allocation14.52%160.660%Above AverageRetirement, Large$0
Transamerica Short-Term Bond ITSTIXShort-Term Bond4.45%610.510%Above AverageInstitutional$1.0 Mil

Transamerica Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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