Transamerica Asset Allocation Intermediate Horizon R
TAARX
NASDAQ
| Weiss Ratings | TAARX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | TAARX-NASDAQ | Click to Compare |
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| Provider | Transamerica | |||
| Manager/Tenure (Years) | Kane St. John Cotton (11), Rufat Garalov (5), E. Kele Evans (0) | |||
| Website | http://www.transamerica.com | |||
| Fund Information | TAARX-NASDAQ | Click to Compare |
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| Fund Name | Transamerica Asset Allocation Intermediate Horizon R | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 19, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | TAARX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.22% | |||
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| Dividend Yield (Forward) | 1.65% | |||
| Asset Allocation | TAARX-NASDAQ | Click to Compare |
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| Cash | 5.00% | |||
| Stock | 52.94% | |||
| U.S. Stock | 39.29% | |||
| Non-U.S. Stock | 13.65% | |||
| Bond | 42.01% | |||
| U.S. Bond | 37.21% | |||
| Non-U.S. Bond | 4.80% | |||
| Preferred | 0.05% | |||
| Convertible | 0.08% | |||
| Other Net | 0.00% | |||
| Price History | TAARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.43% | |||
| 30-Day Total Return | -0.86% | |||
| 60-Day Total Return | 2.00% | |||
| 90-Day Total Return | 1.91% | |||
| Year to Date Total Return | 5.67% | |||
| 1-Year Total Return | 5.87% | |||
| 2-Year Total Return | 18.45% | |||
| 3-Year Total Return | 39.97% | |||
| 5-Year Total Return | 22.40% | |||
| Price | TAARX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | TAARX-NASDAQ | Click to Compare |
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| Nav | $9.16 | |||
| 1-Month Low NAV | $9.06 | |||
| 1-Month High NAV | $9.27 | |||
| 52-Week Low NAV | $8.40 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $10.45 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | TAARX-NASDAQ | Click to Compare |
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| Beta | 0.60 | |||
| Standard Deviation | 8.57 | |||
| Balance Sheet | TAARX-NASDAQ | Click to Compare |
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| Total Assets | 42.65M | |||
| Operating Ratios | TAARX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.19% | |||
| Turnover Ratio | 300.00% | |||
| Performance | TAARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.14% | |||
| Last Bear Market Total Return | -11.63% | |||