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Morningstar

Transamerica ClearTrack® 2035 R6 TCHDX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 7.03  /  −0.42 %
  • Total Assets 59.2 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.19%
  • Turnover 11%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis TCHDX

Will TCHDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCHDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCHDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TCHDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Transamerica ClearTrack ® 2035 R6's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCHDX

More TCHDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

20.59 12.5 Mil
—

Transamerica Bond R6

11.17 6.8 Mil
—

iShares Core MSCI EAFE ETF

11.10 6.8 Mil
—

iShares Core US Aggregate Bond ETF

6.70 4.1 Mil
—

Transamerica Large Cap Value R6

6.69 4.1 Mil
—

Transamerica High Yield Bond R6

4.88 3.0 Mil
—

iShares 0-5 Year TIPS Bond ETF

4.35 2.6 Mil
—

Transamerica US Growth R6

4.05 2.5 Mil
—

Transamerica International Focus R6

3.84 2.3 Mil
—

Transamerica International Stock R6

3.82 2.3 Mil
—