TAAFX Mutual Fund
TAAFX Mutual Fund
Transamerica Asset Allocation Intermediate Horizon Class R4
TAAFX Mutual Fund Overview
TAAFX Mutual Fund (Transamerica Asset Allocation Intermediate Horizon Class R4) is managed by Transamerica with $158,307.96 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 5.12%. The 1-year return is 10.24% and the 5-year return is 4.52%. TAAFX dividend yield stands at 19.70%, paid quarterly.
TAAFX top holdings include Transamerica Core Bond (22.1%), Transamerica Large Value Opportunities (14.3%), Transamerica International Stock (13.7%), Transamerica Large Growth (13.1%), Transamerica Inflation Opportunities (10.8%). View all TAAFX holdings, sector breakdown, or dividend history.
TAAFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TAAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.