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.
Transamerica Bond C IFLLX
NAV / 1-Day Return
9.46
/
0.12
%
Total Assets
1.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.560%
Expense Ratio
1.560%
Fee Level
Above Average
Longest Manager Tenure
15.17
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
1,000
Status
Open
TTM Yield
1.65%
Effective Duration
5.74
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IFLLX 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 IFLLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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
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.
