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Transamerica Asset Alloc Short Hrzn R (TSHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.96-0.01 (-0.11%)
At close: 08:05AM EDT

Transamerica Asset Alloc Short Hrzn R

St Petersburg FL 33716

570 Carillon Parkway

Transamerica Funds

Management information
,Lead manager since 31 May 2021
Mr. Garalov is Associate Portfolio Manager of the fund since 2021; Employed by Transamerica Asset Management, Inc. since 2014
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

CategoryIntermediate Core-Plus Bond
Fund familyTransamerica
Net assets73.8M
YTD return-1.58%
Yield3.29%
Morningstar rating★★★★★
Inception date18 May 2017

Fund operations

Last dividend0.06
Last cap gain-20.00
Holdings turnover33.00%
Average for categoryN/A

Fees and expenses

ExpenseTSHRXCategory average
Annual report expense ratio (net)1.09%0.75%
Prospectus net expense ratio1.09%N/A
Prospectus gross expense ratio1.11%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.74%
Max deferred sales loadN/A1.41%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A