Transamerica Asset Allocation - Moderate PortfolioIMDRX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.1B
Expense ratio
1.29%
1-year return
+16.8%
3 years, a year
+11.3%
5 years, a year
+4.7%
Holdings
31
What it aims to do.
Seeks capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Transamerica Intermediate Bond | 26.42% |
| Transamerica US Growth | 16.18% |
| Transamerica Large Cap Value | 14.57% |
| Transamerica Bond | 9.16% |
| Transamerica International Stock | 5.78% |
| Transamerica International Equity | 5.76% |
| Transamerica Inflation Opportunities | 3.58% |
| Transamerica Emerging Markets Debt | 2.59% |
| Transamerica Long Credit | 1.93% |
| Transamerica Sustainable Equity Income | 1.61% |
More on IMDRX.
- IMDRX overview
- IMDRX holdings
- IMDRX risk
- IMDRX costs
- IMDRX money in and out
- IMDRX share classes
- Compare IMDRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.