Morningstar

Transamerica Asset Allocation Intermediate Horizon R TAARX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 9.05  /  −0.44 %
  • Total Assets 42.4M
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 0.600%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.25%
  • Turnover 300%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis TAARX

Will TAARX outperform in the 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 TAARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Asset Alloc Interm Hrzn R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TAARX

More TAARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Transamerica Core Bond I3

21.64 9M
—

Transamerica Large Value Opps I3

14.53 6M
—

Transamerica Large Growth I3

13.72 6M
—

Transamerica International Equity I3

13.18 6M
—

Transamerica Inflation Opps I3

10.62 5M
—

Transam Short-Term Bond I3

7.28 3M
—

Transamerica High Yield Bond I3

5.97 3M
—

Transamerica Small Cap Value I3

3.35 1M
—

Transamerica Mid Cap Growth I3

3.35 1M
—

Transamerica Small Cap Growth I3

3.16 1M
—

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