Transamerica Asset Allocation Intermediate HorizonTAARX
Type
Mutual fund
Peer group
Allocation
Net assets
$42.6M
Expense ratio
1.19%
1-year return
+13.1%
3 years, a year
+10.5%
5 years, a year
+4.1%
Holdings
12
What it aims to do.
Seeks to achieve long-term returns from a combination of investment income and capital appreciation with slightly less than average volatility as compared to other balanced funds.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Transamerica Core Bond | 22.07% |
| Transamerica Large Value Opportunities | 14.44% |
| Transamerica Large Growth | 13.34% |
| Transamerica International Equity | 12.88% |
| Transamerica Inflation Opportunities | 10.92% |
| Transamerica Short-Term Bond | 7.44% |
| Transamerica High Yield Bond | 6.06% |
| Transamerica Small Cap Value | 3.42% |
| Transamerica Mid Cap Growth | 3.14% |
| Transamerica Mid Cap Value Opportunities | 3.08% |
More on TAARX.
- TAARX overview
- TAARX holdings
- TAARX risk
- TAARX costs
- TAARX money in and out
- TAARX share classes
- Compare TAARX 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.