IMGRX – Transamerica Asset Allocation Mod Gr R Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation with current income as a secondary objective. The fund invests its assets in a broad mix of underlying funds. Under normal circumstances, investments in underlying funds are expected to achieve a mix over time of approximately 70% of net assets in equities, which may include both stocks and commodity-related securities, and approximately 30% of net assets in fixed-income securities, which may include bonds, convertible securities, cash, cash equivalents, and other money market instruments. These percentages may vary. The fund may invest directly in U.S. government securities and/or short-term commercial paper.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TMGIX	Transamerica Asset Allocation Moderate Growth Portfolio Class I	Institutional	Open			Nov 30, 2009	$67.01M	0.790%	Average	$1M	−$603,718.36
IMLAX	Transamerica Asset Allocation Moderate Growth Portfolio Class A	Front Load	Open			Mar 1, 2002	$1.24B	1.120%	Above Average	$1,000	−$135.97M
IMLLX	Transamerica Asset Allocation Moderate Growth Portfolio Class C	Level Load	Open			Nov 11, 2002	$42.72M	1.930%	High	$1,000	−$15.89M
IMGRX	Transamerica Asset Allocation Moderate Growth Portfolio Class R	Retirement, Medium	Open			Jun 15, 2006	$1.44M	1.350%	Above Average	$0	−$379,748.30
TAALX	Transamerica Asset Allocation Moderate Growth Portfolio Class R3	Retirement, Medium	Open			Mar 1, 2022	$308.03M	0.950%	Below Average	$0	−$15.89M

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