On March 1, 2020, Transamerica filed its latest prospectus for its ClearTrack target date series, in which Adam Petryk is no longer a named portfolio manager.
Will TDHTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TDHTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TDHTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TDHTX’s parent organization’s priorities and whether they’re in line with investors’ interests.