Transamerica Short-Term Bond has experienced turnover in recent years; while that has slowed, its aggressive approach and turbulent profile remain in full force. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Neutral, while more expensive share classes are rated Negative.
Will ITAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ITAAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ITAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ITAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.