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Transamerica Bond I TFXIX

Analyst rating as of
NAV / 1-Day Return
9.55  /  0.20 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Average
Longest Manager Tenure
15.79 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.52%
Effective Duration
5.70 years
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Morningstar’s Analysis

Will TFXIX outperform in future?

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

An aggressive core-plus option.

Summary

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Changes within Transamerica Bond’s portfolio management and research teams have slowed in recent years, but its systematic bias to credit and the related volatility continue to be front and center. The strategy’s cheapest share classes earn Morningstar Analyst Ratings of Neutral, while more expensive share classes warrant Negative ratings.

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