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.
- NAV / 1-Day Return 8.71 / 0.23 %
- Total Assets 249.4 Mil
Adj. Expense Ratio
- 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.