Morningstar

Transamerica Strategic Income Class I TUNIX

Medalist Rating as of Aug 31, 2026 See Transamerica Investment Hub

Strategy

The investment seeks to provide a high level of current income with long-term capital appreciation as a secondary objective. Under normal circumstances, the fund’s sub‑adviser, PineBridge Investments LLC (the “sub‑adviser”), invests at least 80% of the fund’s net assets (plus the amount of borrowings, if any, for investment purposes) in bonds. The average portfolio duration of the fund will normally vary from +/-3 years from the Bloomberg U.S. Aggregate Bond Index, the fund’s primary benchmark.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TUNIX	Transamerica Strategic Income Class I	Institutional	Open			Dec 8, 2014	$167.71M	0.630%	Average	$1M	$50.08M
—	Transamerica Strategic Income Class I2	Institutional	Open			Dec 8, 2014	$110.92M	0.630%	Average	$0	$1.87M
TUNAX	Transamerica Strategic Income Class A	Front Load	Open			Oct 1, 2020	$8.28M	0.970%	Above Average	$1,000	$4.19M
TUNRX	Transamerica Strategic Income R6	Retirement, Large	Open			May 30, 2025	$28,671.00	0.630%	Above Average	$0	$18,691.92

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