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Morningstar

Transamerica Asset Alloc Interm Hrzn R4 TAAFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.71  /  0.23 %
  • Total Assets 249.4 Mil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.930%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.21%
  • Turnover 33%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TAAFX

Will TAAFX 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 TAAFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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Weakness in Transamerica Asset Alloc Interm Hrzn R4's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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