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Transamerica Floating Rate I TFLIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Transamerica Investment Hub

Morningstar’s Analysis TFLIX

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

  • People Pillar

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

Weakness in Transamerica Floating Rate I's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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