TAARX Mutual Fund
TAARX Mutual Fund
TAARX Mutual Fund
Transamerica Asset Allocation Intermediate Horizon Class R
TAARX Mutual Fund Overview
TAARX Mutual Fund (Transamerica Asset Allocation Intermediate Horizon Class R) is managed by Transamerica with $41.5M in net assets. TAARX expense ratio is 1.19%, holding 12 positions across various sectors. Inception date: 2017-05-19.
TAARX performance shows a YTD return of 3.48%. The 1-year return is 4.31% and the 5-year return is 4.07%. TAARX dividend yield stands at 3.72%, paid quarterly.
TAARX 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 TAARX holdings, TAARX sectors, or TAARX dividends.
TAARX can be compared against other funds. Use TAARX overlap to find shared positions, or TAARX vs another fund for a side-by-side view. TAARX alternatives are available via the screener, along with tax-loss harvesting opportunities.