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.
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.