Transamerica Asset is trading at 9.25 as of the 26th of November 2024; that is 0.65 percent increase since the beginning of the trading day. The fund's open price was 9.19. Transamerica Asset has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Transamerica Asset Allocation 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 invests in a combination of Transamerica Funds . It may allocate assets within the following parameters 89.8 percent of assets in bond funds, 10 percent in stock funds, and 0.2 percent in a money-market fund. More on Transamerica Asset Allocation
Transamerica Asset Allocation [TSHRX] is traded in USA and was established 26th of November 2024. Transamerica Asset 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 at this time has accumulated 152.78 M in assets with no minimum investment requirementsTransamerica Asset is currently producing year-to-date (YTD) return of 4.64% with the current yeild of 0.03%, while the total return for the last 3 years was -0.56%.
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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 Asset Allocation 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.
Top Transamerica Asset Allocation Mutual Fund Constituents
Other Information on Investing in Transamerica Mutual Fund
Transamerica Asset 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 Asset security.