Skip to Content

Transamerica ClearTrack® 2060 R6 TCSSX

Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 10.56  /  0.00
  • Total Assets 2.2 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.64%
  • Turnover 34%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis TCSSX

Will TCSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Transamerica ClearTrack ® 2060 R6's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TCSSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 77.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

24.94 525,764

iShares Core MSCI EAFE ETF

15.14 319,223

Transamerica Large Cap Value R6

8.31 175,190

Fixed Inc Clearing Corp.Repo

6.53 137,627
Cash and Equivalents

Transamerica International Stock R6

5.24 110,471

Transamerica International Focus R6

5.22 110,141

Transamerica US Growth R6

5.21 109,850

iShares Global REIT ETF

3.74 78,834

iShares Core MSCI Emerging Markets ETF

3.72 78,480

Transamerica Capital Growth R6

3.17 66,811