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 $42.0M 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 4.98%. The 1-year return is 9.95% and the 5-year return is 4.24%. TAARX dividend yield stands at 19.43%, paid quarterly.
TAARX 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 TAARX holdings, sector breakdown, or dividend history.
TAARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TAARX alternatives are available via the screener, along with tax-loss harvesting opportunities.