Morningstar

Transamerica Asset Allocation Short Horizon R4 TSHFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $8.36  /  +0.24 %
  • Fund Size $5.1M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.350%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 3.92%
  • Average Effective Duration 4.64 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis TSHFX

Will TSHFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TSHFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TSHFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TSHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Asset Alloc Short Hrzn R4 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TSHFX

More TSHFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Transamerica Core Bond I3

43.73 2M
—

Transam Short-Term Bond I3

17.95 910,582
—

Transamerica Inflation Opps I3

16.73 848,485
—

Transamerica High Yield Bond I3

10.74 544,760
—

Transamerica Large Value Opps I3

3.27 165,966
—

Transamerica Large Growth I3

3.26 165,206
—

Transamerica International Equity I3

2.14 108,734
—

Transamerica Small Cap Value I3

1.07 54,317
—

Transamerica Small Cap Growth I3

1.03 52,007
—

Transamerica Government Money Market I3

0.08 4,142
Cash and Equivalents

Sponsor Center