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Transamerica Mutual Funds List

Here you can find all mutual funds issued by Transamerica and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is Transamerica
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Transamerica High Yield MuniHigh Yield MuniJul 30, 20130.76%
0.31%
2.39%
4.12%
11
Transamerica International StockForeign Large Cap EquitiesSep 27, 20181.00%
1.47%
2.74%
70
Transamerica Intermediate MuniMunicipal BondsOct 30, 20120.49%
0.07%
1.68%
3.12%
32
Transamerica International Small Cap ValueForeign Small & Mid Cap EquitiesJan 3, 20131.01%
2.28%
8.76%
4.37%
73
Transamerica Large Core FundLarge Cap Blend EquitiesSep 11, 20000.76%
-4.07%
12.89%
16.47%
46
Transamerica Large Value OpportunitiesLarge Cap Value EquitiesSep 11, 20000.75%
-0.05%
14.98%
15
Transamerica Intermediate BondIntermediate Core BondSep 11, 20000.41%
-0.50%
1.36%
3.90%
26
Transamerica Mid Cap GrowthMid Cap Growth EquitiesNov 7, 20010.95%
-4.83%
25.86%
13
Transamerica Energy InfrastructureEnergy EquitiesApr 29, 20131.26%
19.90%
10.78%
3.77%
32
Transamerica Mid Cap Value OpportunitiesMid Cap Value EquitiesApr 30, 20140.74%
0.00%
17.47%
12
Transamerica Sustainable Equity Income FundLarge Cap Value EquitiesJan 4, 20130.74%
1.03%
7.14%
1.43%
25
Transamerica Asset Allocation Short HorizonIntermediate Core-Plus BondSep 11, 20000.83%
-0.34%
2.92%
4.11%
64
Transamerica Multi-Asset IncomeDiversified PortfolioMar 2, 20140.72%
-1.09%
9.30%
3.46%
81
Transamerica Small Cap ValueSmall Cap Value EquitiesJan 23, 20030.80%
7.74%
4.99%
67
Transamerica Stock IndexLarge Cap Blend EquitiesSep 11, 20000.30%
-3.75%
1.01%
1
Transamerica International EquityForeign Large Cap EquitiesDec 17, 19920.84%
1.20%
8.12%
7.59%
56
Transamerica Unconstrained BondNontraditional BondsDec 7, 20140.80%
-0.74%
3.61%
6.08%
75
Transamerica Large Cap Value FundLarge Cap Value EquitiesNov 15, 20100.61%
0.79%
11.07%
3.95%
74

Rows per page

21–38 of 38

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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