Transamerica Bond’s portfolio management team structure incorporates seasoned leaders from across various disciplines, but turnover at the top and a conventional approach have not offered a competitive advantage. These factors support a Morningstar Analyst Rating of Neutral for its cheapest share classes, while its more expensive share class earns a Negative rating.
Will TFXIX 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 TFXIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TFXIX 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 TFXIX’s parent organization’s priorities and whether they’re in line with investors’ interests.