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Morningstar

Transamerica ClearTrack® 2055 R3 TCTVX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 9.64  /  0.00
  • Total Assets 2.9 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.31%
  • Turnover 25%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis TCTVX

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

  • People Pillar

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

Weakness in Transamerica ClearTrack ® 2055 R3's People and Process 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCTVX

More TCTVX 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
—