TSHIX : Transamerica Multi-Asset Income Fund Class I

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

TSHIX

Transamerica Multi-Asset Income Fund Class I

FI Score

37 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

37% FI Score
  • tshix
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Multi-Asset Income Fund Class I

Expenses: 0.83% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks current income while providing long-term capital appreciation. The fund's sub-adviser deploys an active strategy that normally seeks to invest in a range of securities, including primarily U.S. stocks with market capitalizations in excess of $3 billion, preferred stocks, and income producing fixed income securities. The fund invests in a diversified portfolio of credit and equity securities and may shift its investments from one asset class to another in order to achieve the fund's income objective.

Largest Holdings

Amount Holding
4.06% Apple Inc
2.97% Alphabet Inc Class C
2.56% Microsoft Corp
1.83% Bristol-Myers Squibb Company
1.81% AbbVie Inc
1.72% JPMorgan Chase & Co
1.63% Broadcom Inc
1.59% Enviva Partners LP / Enviva Partners Finance Corp 6.5%
1.59% Merck & Co Inc
1.53% Cisco Systems Inc
1.48% CVS Health Corp
1.42% Qualcomm Inc
1.34% Amgen Inc
1.21% Carvana Co 8.88%
1.20% McDonald's Corp
1.19% Philip Morris International Inc
1.16% LyondellBasell Industries NV
1.11% Fidelity National Financial Inc
1.10% Lowe's Companies Inc
0.99% Target Corp
0.97% Citigroup Inc
0.92% Verizon Communications Inc
0.92% Healthpeak Properties Inc
0.91% Dow Inc
0.89% Carriage Services, Inc. 6.62%

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