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Transamerica ClearTrack® 2050 R6 TCMTX

Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 6.72  /  +0.75 %
  • Total Assets 32.3 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.78%
  • Turnover 13%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:21 AM GMT+0

Morningstar’s Analysis TCMTX

Will TCMTX outperform in future?

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

Weakness in Transamerica ClearTrack ® 2050 R6's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings TCMTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 81.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

26.59 8.4 Mil

iShares Core MSCI EAFE ETF

15.46 4.9 Mil

Transamerica Large Cap Value R6

8.88 2.8 Mil

Transamerica US Growth R6

5.57 1.8 Mil

Transamerica International Stock R6

5.31 1.7 Mil

Transamerica International Focus R6

5.29 1.7 Mil

iShares Core MSCI Emerging Markets ETF

3.95 1.2 Mil

iShares Global REIT ETF

3.91 1.2 Mil

Transamerica Capital Growth R6

3.27 1.0 Mil

Transamerica Mid Cap Growth R6

3.10 976,414