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Morningstar

Transamerica ClearTrack® 2060 R1 TCSOX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 10.32  /  +1.18 %
  • Total Assets 2.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.27%
  • Turnover 34%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TCSOX

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

  • People Pillar

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

Weakness in Transamerica ClearTrack ® 2060 R1's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCSOX

More TCSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

26.42 592,498
—

iShares Core MSCI EAFE ETF

15.95 357,666
—

Transamerica Large Cap Value R6

8.83 198,074
—

Transamerica International Stock R6

5.48 122,980
—

Transamerica International Focus R6

5.48 122,970
—

Transamerica US Growth R6

5.44 121,968
—

iShares Global REIT ETF

4.04 90,671
—

iShares Core MSCI Emerging Markets ETF

3.97 89,010
—

Transamerica Capital Growth R6

3.26 73,042
—

Transamerica Mid Cap Value Opps R6

3.03 67,868
—