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Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
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This is a list of Transamerica Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Transamerica Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Transamerica Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Transamerica Funds.
This page includes relevant dividend information on Transamerica Funds.
The table below illustrates valuable information regarding the primary fund manager for Transamerica Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Transamerica Funds.
This list includes asset allocation proportions of the underlying holdings for Transamerica Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Transamerica International Equity R6 | Retirement (TAINX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.45% | 17.86% | 0.79% | 14.17 |
| Transamerica International Equity I | Inst (TSWIX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.40% | 19.48% | 0.89% | 14.17 |
| Transamerica International Equity R4 | Retirement (TRWFX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.36% | 19.16% | 1.04% | 14.17 |
| Transamerica International Equity R | Retirement (TRWRX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.45% | 18.18% | 1.28% | 14.17 |
| Transamerica International Equity C | C (TRWCX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.44% | 18.51% | 1.94% | 14.17 |
| Transamerica International Equity A | A (TRWAX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.35% | 16.23% | 1.23% | 14.17 |
| Transamerica International Equity I3 | Inst (TRWTX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.43% | 18.83% | 0.79% | 14.17 |
| Transamerica International Equity I2 | Inst (TRWIX) | International and Foreign Large-Cap Value Equity | $4,976.90 | 12.39% | 17.53% | 0.79% | 14.17 |
| Transamerica Short-Term Bond Fund Class C | C (ITACX) | U.S. Investment-Grade Bond | $3,101.54 | 4.29% | 65.89% | 1.62% | 8.78 |
| Transamerica Short-Term Bond Fund Class I | Inst (TSTIX) | U.S. Investment-Grade Bond | $3,101.54 | 2.63% | 84.00% | 0.65% | 8.78 |
| Transamerica Short-Term Bond Fund Class R6 | Retirement (TASTX) | U.S. Investment-Grade Bond | $3,101.54 | 2.53% | 84.58% | 0.55% | 8.78 |
| Transamerica Short-Term Bond Fund Class A | A (ITAAX) | U.S. Investment-Grade Bond | $3,101.54 | 5.11% | 51.37% | 0.85% | 8.78 |
| Transamerica Intermediate Bond R | Retirement (TMBRX) | U.S. Investment-Grade Bond | $2,508.66 | 6.67% | 25.34% | 0.91% | 5.67 |
| Transamerica Intermediate Bond I3 | Inst (TMBTX) | U.S. Investment-Grade Bond | $2,508.66 | 6.67% | 25.38% | 0.41% | 5.67 |
| Transamerica Intermediate Bond R4 | Other (TMBFX) | U.S. Investment-Grade Bond | $2,508.66 | 6.67% | 25.41% | 0.66% | 5.67 |
| Transamerica Capital Growth Fund Class C | C (ILLLX) | U.S. Large-Cap Growth Equity | $2,020.94 | 6.08% | 94.79% | 1.93% | 8.78 |
| Transamerica Capital Growth Fund Class I | Inst (TFOIX) | U.S. Large-Cap Growth Equity | $2,020.94 | 11.01% | 90.36% | 0.94% | 8.78 |
| Transamerica Capital Growth Fund Class R6 | Retirement (TCPWX) | U.S. Large-Cap Growth Equity | $2,020.94 | N/A | N/A | N/A | 8.78 |
| Transamerica Capital Growth Fund Class A | A (IALAX) | U.S. Large-Cap Growth Equity | $2,020.94 | 10.11% | 92.30% | 1.19% | 8.78 |
| Transamerica Asset Allocation Moderate Growth Portfolio Class C | C (IMLLX) | Fund of Funds | $1,972.27 | 7.60% | 49.13% | 1.28% | 13.38 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Transamerica is a company that sells mutual funds with $188,759M in assets under management. The average expense ratio from all mutual funds is 1.01%. 70.78% of all the mutual funds are no load funds. The oldest fund launched was in 1985. The average manager tenure for all managers at Transamerica is 7.26 years. The company offers investors 219 mutual funds, in terms of the number of individual fund symbols.
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