TAFLX – Transamerica Bond R6 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide high total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in fixed-income securities. Up to 30% of the fund's net assets may be invested in debt securities that do not meet the investment grade criteria (commonly known as "junk bonds"). The fund may invest up to 5% of its net assets in equity securities. It may invest in securities of any maturity and does not have a target average duration.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Transamerica Bond Class I2	Institutional	Open			Nov 8, 2004	$281.92M	0.440%	Below Average	$0	−$106.01M
TFXIX	Transamerica Bond Class I	Institutional	Open			Nov 30, 2009	$1.69B	0.500%	Above Average	$1M	−$11.64M
IDITX	Transamerica Bond Class A	Front Load	Open			Jun 29, 1987	$91.89M	0.840%	Above Average	$1,000	−$10.63M
IFLLX	Transamerica Bond Class C	Level Load	Open			Nov 11, 2002	$28.60M	1.520%	Above Average	$1,000	−$3.82M
TAFLX	Transamerica Bond Class R6	Retirement, Large	Open			May 29, 2015	$76.58M	0.440%	Above Average	$0	−$36.75M
TAADX	Transamerica Bond Class R	Retirement, Medium	Open			Mar 1, 2022	$353,464.00	1.010%	Above Average	$0	$562.58

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