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Transamerica Bond C IFLLX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
9.52  /  0.21 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.530%
Expense Ratio
1.530%
Fee Level
Average
Longest Manager Tenure
15.47 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.55%
Effective Duration
5.48 years

USD | NAV as of Jun 18, 2021 | 1-Day Return as of Jun 18, 2021, 9:46 PM GMT+00:00

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Morningstar’s Analysis

Will IFLLX outperform in future?

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

Process Pillar

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

People Pillar

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The People Pillar is our evaluation of the IFLLX 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

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

An aggressive core-plus option.

Analyst

Summary

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Changes within Transamerica Bond’s portfolio management and research teams have slowed in recent years, but its systematic bias to credit and the related volatility continue to be front and center. The strategy’s cheapest share classes earn Morningstar Analyst Ratings of Neutral, while more expensive share classes warrant Negative ratings.

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