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Morningstar

Transamerica ClearTrack® Rtm Inc R6 TCJTX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 7.77  /  −0.13 %
  • Total Assets 40.6 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.88%
  • Turnover 6%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis TCJTX

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

  • People Pillar

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

Weakness in Transamerica ClearTrack ® Rtm Inc R6's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCJTX

More TCJTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Transamerica Bond R6

22.95 9.7 Mil
—

iShares Core US Aggregate Bond ETF

14.38 6.1 Mil
—

iShares Core S&P 500 ETF

12.49 5.3 Mil
—

iShares 0-5 Year TIPS Bond ETF

9.50 4.0 Mil
—

Transamerica High Yield Bond R6

7.02 3.0 Mil
—

iShares Core MSCI EAFE ETF

6.00 2.5 Mil
—

Transamerica Emerging Markets Debt R6

5.02 2.1 Mil
—

Transamerica Large Cap Value R6

4.32 1.8 Mil
—

Transamerica US Growth R6

2.74 1.2 Mil
—

Transamerica International Focus R6

2.00 846,858
—