Transamerica Flexible Income Fund Quote
| IFLLX Fund | USD 8.00 0.07 0.88% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Transamerica Flexible is trading at 8.00 as of the 26th of November 2024; that is 0.88 percent increase since the beginning of the trading day. The fund's open price was 7.93. Transamerica Flexible has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Transamerica Flexible Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in fixed-income securities. Up to 30 percent of the funds net assets may be invested in debt securities that do not meet the investment grade criteria . The fund may invest up to 5 percent of its net assets in equity securities. More on Transamerica Flexible Income
Moving against Transamerica Mutual Fund
Transamerica Mutual Fund Highlights
| Fund Concentration | Transamerica Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Transamerica (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Transamerica Flexible Income [IFLLX] is traded in USA and was established 26th of November 2024. Transamerica Flexible is listed under Transamerica category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Transamerica family. This fund currently has accumulated 1.59 B in assets under management (AUM) with no minimum investment requirementsTransamerica Flexible is currently producing year-to-date (YTD) return of 1.26% with the current yeild of 0.0%, while the total return for the last 3 years was -2.84%.
Check Transamerica Flexible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Transamerica Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Transamerica Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Transamerica Flexible Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Transamerica Flexible Risk Profiles
| Mean Deviation | 0.1966 | |||
| Standard Deviation | 0.2493 | |||
| Variance | 0.0621 | |||
| Risk Adjusted Performance | (0.1) |
Transamerica Flexible Against Markets
Other Information on Investing in Transamerica Mutual Fund
Transamerica Flexible financial ratios help investors to determine whether Transamerica Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Transamerica with respect to the benefits of owning Transamerica Flexible security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |