TAAFX Mutual Fund

TAAFX Mutual Fund (Transamerica Asset Allocation Intermediate Horizon Class R4) is managed by Transamerica with $159,498.5 in net assets. TAAFX expense ratio is 0.94%, holding 12 positions across various sectors. Inception date: 2000-09-11.

TAAFX performance shows a YTD return of 3.68%. The 1-year return is 4.58% and the 5-year return is 4.33%. TAAFX dividend yield stands at 4.00%, paid quarterly.

TAAFX top holdings include Transamerica Core Bond (21.8%), Transamerica Large Value Opportunities (14.5%), Transamerica Large Growth (13.8%), Transamerica International Equity (12.9%), Transamerica Inflation Opps I3 (10.8%). Go to all TAAFX holdings, TAAFX sectors, or TAAFX dividends.

TAAFX can be compared against other funds. Use TAAFX overlap to find shared positions, or TAAFX vs another fund for a side-by-side view. TAAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.