Transamerica Instl Asst Allc ShtInt Hrzn
570 Carillon Parkway St. Petersburg Florida 33716
Map
Phone: 800-755-5801
| Category: | Conservative Allocation | | Fund Family: | Transamerica | | Net Assets: | 72.43M | | Year-to-Date Return: | 18.29% | | Yield: | 3.61% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-00 |
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--- No Manager
Lead Manager since
11-Sep-00 | | |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to achieve reasonable returns with considerably less than average volatility as compared to other balance funds. The fund is an asset allocation fund and invests in a combination of the funds. It invests approximately 68% of assets in Bond funds ,about 30% of assets in Stock funds,and 2% in the Money Market Fund. The fund is nondiversified. |
| Last Dividend
(14-Sep-09):
| 0.07 | | Last Cap Gain
(8-Sep-08):
| 0.00 | | Annual Holdings Turnover
| 138.00% | | Average for Category:
| 75.60% |
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| Expense | DIHSX | Category
Avg | | Total Expense Ratio: | %
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.91% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $642 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $987 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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0.83% Nasdaq 
0.06 (0.67%) 
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