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Transamerica Strategic High Income A (TASHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.89+0.02 (+0.14%)
At close: 08:00PM EDT

Transamerica Strategic High Income A

St Petersburg FL 33716

570 Carillon Parkway

Transamerica Funds

Management information
William M. Bellamy,Lead manager since 2 March 2014
Mr. Bellamy is a graduate of Cornell University, BS and Duke University, MBA. He previously worked for Merrill Lynch Capital Markets as an Assistant Vice President, Clayton Brown & Associates as a Vice President, First Union Capital Markets as a Vice President and Trusco Capital Management as a Vice President. He holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyTransamerica
Net assets674.67M
YTD return5.17%
Yield3.70%
Morningstar rating★★★★
Inception date2 Mar 2014

Fund operations

Last dividend0.19
Last cap gain-26.00
Holdings turnover37.00%
Average for categoryN/A

Fees and expenses

ExpenseTASHXCategory average
Annual report expense ratio (net)0.99%0.84%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio0.99%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A