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Transamerica Asset Allocation Moderate Portfolio Class A (IMOAX)

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12.39 +0.07    +0.57%
29/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Transamerica
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 805.64M
Transamerica Asset Allc Moderate A 12.39 +0.07 +0.57%

IMOAX Overview

 
Find basic information about the Transamerica Asset Allocation Moderate Portfolio Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IMOAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.13%
Prev. Close12.32
Risk Rating
TTM Yield1.96%
ROE25.38%
IssuerTransamerica
Turnover16%
ROA10.29%
Inception Date37316
Total Assets805.64M
Expenses0.47%
Min. Investment1,000
Market Cap125.71B
CategoryAllocation - - 50% to 70% Equity
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Transamerica Asset Allocation Moderate Portfolio Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1091 1014 1216 1026 1312 1637
Fund Return 9.09% 1.44% 21.58% 0.88% 5.58% 5.05%
Place in category 551 470 526 628 552 422
% in Category 74 63 69 93 86 87

Top Equity Funds by Transamerica

  Name Rating Total Assets YTD% 3Y% 10Y%
  Transamerica WMC US Growth VP Initi 4.97B 22.64 8.87 15.35
  Transamerica JPMorgan Enhanced Inde 3.18B 22.41 12.63 13.32
  Transamerica International Equity I 2.72B 5.65 2.15 4.72
  Transamerica Large Cap Value I2 1.66B 18.56 8.21 9.74
  Transamerica Asset Allc Mod Gr A 1.36B 11.90 1.99 6.45

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 112.02B 13.30 5.24 8.16
  Vanguard Wellington Admiral 98.64B 12.38 4.27 8.38
  American Funds American Balanced R6 56.27B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.01B 12.51 3.69 8.16
  Fidelity Balanced 42.26B 13.91 4.81 9.52

Top Holdings

Name ISIN Weight % Last Change %
Transamerica Core Bond I2 - 25.01 - -
Transamerica US Growth I2 - 13.86 - -
Transamerica Large Cap Value I2 - 13.79 - -
Transamerica Bond I2 - 10.69 - -
Transamerica International Stock I2 - 5.56 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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