Skip to Content
Morningstar

Transamerica ClearTrack® 2055 R1 TCTOX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 10.08  /  −0.30 %
  • Total Assets 2.9 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.14%
  • Turnover 25%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:19 PM GMT+0

Morningstar’s Analysis TCTOX

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

  • People Pillar

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

Weakness in Transamerica ClearTrack ® 2055 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TCTOX

More TCTOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

26.22 727,610
—

iShares Core MSCI EAFE ETF

15.87 440,347
—

Transamerica Large Cap Value R6

8.93 247,884
—

Transamerica International Stock R6

5.51 152,942
—

Transamerica International Focus R6

5.51 152,752
—

Transamerica US Growth R6

5.46 151,547
—

iShares Global REIT ETF

4.03 111,864
—

iShares Core MSCI Emerging Markets ETF

3.98 110,527
—

Transamerica Capital Growth R6

3.26 90,369
—

Transamerica Mid Cap Value Opps R6

3.04 84,329
—