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Transamerica Asset Alloc Short Hrzn R4 TSHFX

Quantitative rating as of
NAV / 1-Day Return
9.00  /  0.44 %
Total Assets
84.2 Mil
Adj. Expense Ratio
0.350%
Expense Ratio
0.830%
Distribution Fee Level
Below Average
Share Class Type
Retirement, Medium
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
5,000
Status
Open
TTM Yield
3.75%
Effective Duration
4.99 years

Morningstar’s Analysis TSHFX

Will TSHFX outperform in future?

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

Summary

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Weakness in Transamerica Asset Alloc Short Hrzn R4's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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