Transamerica Mutual Funds
Transamerica Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 6 of 6 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 R | TSHRX | Intermediate Core-Plus Bond | 4.86% | 18 | 1.090% | Above Average | Retirement, Medium | $0 | ||
Transamerica Asset Alloc Short Hrzn R4 | TSHFX | Intermediate Core-Plus Bond | 5.15% | 12 | 0.840% | Below Average | Retirement, Medium | $5,000 | ||
Transamerica Balanced II I3 | TBLTX | Moderate Allocation | 14.57% | 16 | 0.590% | Low | Institutional | $0 | ||
Transamerica International Stock I2 | TIHIX | Foreign Large Value | 15.20% | 7 | 0.810% | Average | Institutional | $0 | ||
Transamerica International Stock R6 | TIHJX | Foreign Large Value | 15.30% | 6 | 0.810% | Above Average | Retirement, Large | $0 | ||
Transamerica Multi-Managed Balanced I | TBLIX | Moderate Allocation | 14.44% | 17 | 0.760% | Average | Institutional | $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
Category
Morningstar Rating™ for Funds
Percentile Rank