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Transamerica Bond I TFXIX

Analyst rating as of
NAV / 1-Day Return
8.10  /  0.34 %
Total Assets
1.4 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Above Average
Longest Manager Tenure
17.26 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.99%
Effective Duration
5.94 years

Morningstar’s Fund Analysis TFXIX

Will TFXIX outperform in future?

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

High risk, high reward.

Senior Analyst

Summary

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Transamerica Bond brings an aggressive approach to this intermediate core-plus bond strategy with higher-than-average credit risk and resources that don’t stand out compared with peers. It earns a Morningstar Analyst Rating of Neutral for all share classes except for the most expensive, which is Negative.

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