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 224 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Transamerica Balanced II I3 | TBLTX | Moderate Allocation | 7.18% | 15 | 0.580% | Low | Institutional | $0 | ||
| Transamerica Short-Term Bond I | TSTIX | Short-Term Bond | 1.45% | 52 | 0.510% | Above Average | Institutional | $1.0 Mil | ||
| Transam Short-Term Bond I3 | TAAQX | Short-Term Bond | — | — | — | Average | Institutional | $0 | ||
| Transam Short-Term Bond R4 | TAAUX | Short-Term Bond | — | — | — | Low | Retirement, Medium | $5,000 | ||
| Transamerica Asset Alloc Short Hrzn R | TSHRX | Intermediate Core-Plus Bond | 1.72% | 42 | 0.600% | Above Average | Retirement, Medium | $0 | ||
| Transamerica Asset Alloc Short Hrzn R4 | TSHFX | Intermediate Core-Plus Bond | 1.90% | 25 | 0.350% | Low | Retirement, Medium | $5,000 | ||
| Transamerica Balanced II R | TBLRX | Moderate Allocation | 6.95% | 15 | 1.070% | Low | Level Load | $0 | ||
| Transamerica Bond I | TFXIX | Intermediate Core-Plus Bond | — | 1.56% | 54 | 0.500% | Above Average | Institutional | $1.0 Mil | |
| Transamerica ClearTrack® 2015 R6 | TDKTX | Target-Date 2015 | 4.24% | 43 | 0.230% | Above Average | Retirement, Large | $0 | ||
| Transamerica ClearTrack® Rtm Inc R6 | TCJTX | Target-Date Retirement | 4.08% | 13 | 0.230% | Above Average | Retirement, Large | $0 | ||
| Transamerica Core Bond R6 | TAGMX | Intermediate Core Bond | — | — | — | 0.420% | Average | Retirement, Large | $0 | |
| Transamerica Energy Infrastructure A | TMLAX | Energy Limited Partnership | −3.92% | 100 | 1.600% | High | Front Load | $1,000 | ||
| Transamerica Energy Infrastructure I | TMLPX | Energy Limited Partnership | −3.70% | 99 | 1.260% | High | Institutional | $1.0 Mil | ||
| Transamerica International Equity A | TRWAX | Foreign Large Value | 8.11% | 30 | 1.250% | Above Average | Front Load | $1,000 | ||
| Transamerica International Equity I | TSWIX | Foreign Large Value | 8.31% | 28 | 0.840% | Average | Institutional | $1.0 Mil | ||
| Transamerica International Equity I2 | TRWIX | Foreign Large Value | 8.35% | 27 | 0.750% | Below Average | Institutional | $0 | ||
| Transamerica International Equity I3 | TRWTX | Foreign Large Value | 8.40% | 26 | 0.750% | Below Average | Institutional | $0 | ||
| Transamerica International Sm Cp Val I | TISVX | Foreign Small/Mid Blend | 8.56% | 16 | 1.010% | Above Average | Institutional | $1.0 Mil | ||
| Transamerica Mid Cap Value Opps I | MVTIX | Mid-Cap Value | −2.03% | 60 | 0.840% | Average | Institutional | $1.0 Mil | ||
| Transamerica Mid Cap Value Opps I2 | IAAEX | Mid-Cap Value | −1.93% | 58 | 0.750% | Below Average | Institutional | $0 | ||
| Transamerica Mid Cap Value Opps I3 | TOTTX | Mid-Cap Value | −1.92% | 58 | 0.750% | Below Average | Institutional | $0 | ||
| Transamerica Mid Cap Value Opps R4 | TOTFX | Mid-Cap Value | −2.00% | 59 | 0.900% | Low | Retirement, Medium | $5,000 | ||
| Transamerica Mid Cap Value Opps R6 | MVTRX | Mid-Cap Value | −1.91% | 58 | 0.750% | Below Average | Retirement, Large | $0 | ||
| Transamerica Multi-Asset Income A | TASHX | Moderate Allocation | 0.98% | 87 | 0.990% | Below Average | Front Load | $1,000 | ||
| Transamerica Multi-Asset Income C | TCSHX | Moderate Allocation | 0.76% | 88 | 1.710% | Average | Level Load | $1,000 |
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 analyze how fees will impact different securities in the long term.
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.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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