• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Transamerica Asset Allc Mod Gr A (IMLAX)

    15.37 Up 0.05(0.33%) Dec 19
    Prev Close:15.32
    YTD Return*:5.95%
    Net Assets*:3.07B
    Yield*:1.93%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IMLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Transamerica Total Return I214.18N/A
    Transamerica Dividend Focused I210.70N/A
    Transamerica Large Cap Value I210.52N/A
    Transamerica Growth I27.07N/A
    Transamerica Core Bond I25.10N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.07B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.58%

    Performance & Risk

    YTD Return:5.95%
    5y Avg Return:9.48%
    Rank in Category (ytd):66
    % Rank in Category (ytd):7.58%
    Beta (3y):1.14
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation with current income as a secondary objective. The fund invests its assets in a broad mix of underlying Transamerica Funds. Under normal circumstances, investments in underlying funds are expected to achieve a mix over time of approximately 70% of assets in equities, which may include both stocks and commodity-related securities, and approximately 30% of assets in fixed-income, which may include bonds, cash, cash equivalents, and other money market instruments. These percentages may vary. The fund may also invest directly in U.S. government securities and/or short-term commercial paper. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback