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Transamerica ClearTrack® 2055 R3 TCTVX

Analyst rating as of
NAV / 1-Day Return
11.58  /  1.22 %
Total Assets
702,889.0
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Below Average
Longest Manager Tenure
3.23 years
Category
US Fund Target-Date 2055
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.38%
Turnover
25%
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Morningstar’s Analysis

Will TCTVX outperform in future?

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

Sharp Derisking in the 2020 and 2025 Funds Has Resulted in Extreme Underperformance so Far This Year

Senior Analyst

Analyst Note

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We continue to remain concerned about the risk-mitigation process employed during Transamerica ClearTrack’s Dynamic Rebalancing Period, which is applied to funds five years prior and five years after the retirement date. In highly volatile periods, the risk-mitigation process kicks in, systematically reducing risk to try to keep these portfolios’ losses from its high point to less than 15%. Starting in 2020, the two funds with this risk-mitigation feature are the 2020 and 2025 funds (previously the 2015 and 2020 funds).

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