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Transamerica Funds - Transamerica Cleartrack 2060 Fund (TCSSX)

10.92
-0.01
(-0.07%)
At close: April 28 at 8:02:15 PM EDT

Fund Summary

The fund is a fund of funds – it invests in a combination of actively managed Transamerica funds (“funds”) and index-based ETFs managed by unaffiliated investment advisers. The fund seeks to achieve its objectives by investing normally in a combination of underlying funds and ETFs representing a variety of broad asset classes – including fixed income, domestic equity, foreign equity, and real estate – and investment styles and focuses. The fund is designed for investors expecting to retire around 2060.

Transamerica Funds - Transamerica Cleartrack 2060 Fund

St Petersburg FL 33716
570 Carillon Parkway

Fund Overview

Category Target-Date 2060+
Fund Family Transamerica
Net Assets 3.72M
YTD Return -0.27%
Yield 1.60%
Morningstar Rating
Inception Date Mar 01, 2019

Fund Operations

Last Dividend 0.18
Last Cap Gain 3.00
Holdings Turnover 34.00%
Average for Category --

Fees & Expenses

Expense TCSSX Category Average
Annual Report Expense Ratio (net) 0.55% 0.39%
Prospectus Net Expense Ratio 0.55% --
Prospectus Gross Expense Ratio 4.08% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.29%
Max Deferred Sales Load -- 1.85%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Tony Wicklund is a managing director of Wilshire Associates and a portfolio manager with Wilshire Funds Management. Mr. Wicklund has over 17 years of industry experience and is a portfolio manager for multi-manager portfolios, including target-risk, target-date, and alternative portfolios for a range of financial intermediary clients. Prior to joining Wilshire Associates in 2013, Mr. Wicklund was the director of risk management at Convergent Wealth Advisors, where he led the firm’s investment risk management and operational due diligence efforts. Additionally, he served as chairman of the firm’s Risk Management Oversight Committee and was a voting member of the Investment Committee. Previously, Mr. Wicklund was a senior analyst at Pacific Seafood where he evaluated acquisition targets, coordinated the integration of acquired companies, and performed internal operational audits and capital expenditure analyses. Mr. Wicklund earned his BS in business administration, with a concentration in finance from the University of Oregon. He also holds an MBA from the Marshall School of Business, University of Southern California, with a concentration in investments and financial markets. Mr. Wicklund holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations, and is a member of CFA Society Los Angeles, CFA Institute, and the CAIA Association.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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