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Transamerica Intermediate Muni A TAMUX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Transamerica Investment Hub

Morningstar’s Analysis TAMUX

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

  • People Pillar

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

Improving, but concerns linger.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Concerns still surround Transamerica Intermediate Muni’s approach to trade execution and interest-rate management, but enhanced risk controls are a step in the right direction; this was enough to earn a Process upgrade to Below Average from Low.

by Max Curtin
Rated on Published on

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