Morningstar

Transamerica Asset Allocation Growth Portfolio Class R IGWRX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 18.75  /  +0.86 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 0.730%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.55%
  • Turnover 14%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis IGWRX

Will IGWRX outperform in the 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 IGWRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IGWRX 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 IGWRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Asset Allocation Growth R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IGWRX

More IGWRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Transamerica US Growth I2

30.32 429M
—

Transamerica Large Cap Value I2

26.17 371M
—

Transamerica International Equity I2

11.46 162M
—

Transamerica International Stock I2

10.62 150M
—

Future on E-mini S&P 500 Futures

3.34 47M
—

Transamerica Sustainable Equity Inc I2

3.23 46M
—

Transamerica International Focus I2

2.32 33M
—

Transamerica Capital Growth I2

1.74 25M
—

Usd

1.60 23M
Cash and Equivalents

Transamerica Energy Infrastructure I2

1.51 21M
—

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