IMOAX : Transamerica Asset Allocation Moderate Portfolio Class A

IMOAX is a Allocation Market All-In-One with MODERATE fees.

IMOAX

Transamerica Asset Allocation Moderate Portfolio Class A

FI Score

65 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

65% FI Score
  • imoax
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Asset Allocation Moderate Portfolio Class A

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation and current income. The fund normally invests its assets in a broad mix of underlying Transamerica Funds. Under normal circumstances, investments in underlying funds are expected to achieve a mix over time of approximately 50% of net assets in equities, which may include both stocks and commodity-related securities, and approximately 50% of net assets in fixed-income securities, which may include bonds, cash, cash equivalents, and other money market instruments. These percentages may vary. The fund may also invest directly in U.S. government securities and/or short-term commercial paper.

Largest Holdings

Amount Holding
17.02% Transamerica Total Return I2
10.83% Transamerica Core Bond I2
7.75% Transamerica Intermediate Bond I2
7.61% Transamerica US Growth I2
6.56% Transamerica International Equity I2
5.87% Transamerica Capital Growth I2
5.24% Transamerica Short-Term Bond I2
5.06% Transamerica Dividend Focused I2
4.70% Transamerica International Growth I2
3.79% Transamerica Large Cap Value I2
2.80% Transamerica Emerging Markets Debt I2
2.78% Transamerica Emerging Markets Opps I2
2.54% Transamerica Bond I2
2.48% Transamerica MLP & Energy Income I2
2.46% Transamerica Emerging Markets Equity I2
2.32% Transamerica Inflation Opps I2
1.95% Transamerica International Stock I2
1.64% Transamerica Mid Cap Value I2
1.61% Transamerica International Sm Cp Val I2
1.52% Transamerica Event Driven I2
1.10% Transamerica Mid Cap Growth I2
0.75% Transamerica Small Cap Value I2
0.73% Transamerica Mid Cap Value Opps I2
0.62% Transamerica Small Cap Growth I2
0.26% Transamerica Small Cap Core I2

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