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Transamerica ClearTrack® 2030 R6 TDHTX

Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 7.49  /  0.00
  • Total Assets 56.7 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.46%
  • Turnover 13%

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

Morningstar’s Analysis TDHTX

Will TDHTX outperform in future?

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

Weakness in Transamerica ClearTrack ® 2030 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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings TDHTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 82.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

17.28 9.7 Mil

Transamerica Bond R6

17.27 9.7 Mil

iShares Core US Aggregate Bond ETF

10.32 5.8 Mil

iShares Core MSCI EAFE ETF

9.57 5.4 Mil

Transamerica High Yield Bond R6

5.95 3.3 Mil

Transamerica Large Cap Value R6

5.63 3.2 Mil

iShares 0-5 Year TIPS Bond ETF

5.43 3.0 Mil

Transamerica Emerging Markets Debt R6

3.97 2.2 Mil

Transamerica US Growth R6

3.61 2.0 Mil

Transamerica International Stock R6

3.06 1.7 Mil