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Transamerica Asset Alloc Interm Hrzn R4 TAAFX

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%

Morningstar’s Analysis TAAFX

Will TAAFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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