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Transamerica ClearTrack 2050 Class R1 (TRNTX)

7.06
-0.05
(-0.73%)
At close: March 28 at 8:02:17 PM EDT
Loading Chart for TRNTX
  • Previous Close 7.11
  • YTD Return 15.99%
  • Expense Ratio 1.20%
  • Category Target-Date 2050
  • Last Cap Gain -28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 42.82M
  • Beta (5Y Monthly) 1.24
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.08
  • Inception Date Mar 1, 2019

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 2050.

Transamerica

Fund Family

Target-Date 2050

Fund Category

42.82M

Net Assets

2019-03-01

Inception Date

Performance Overview: TRNTX

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Trailing returns as of 12/23/2024. Category is Target-Date 2050.

YTD Return

TRNTX
15.99%
Category
11.99%
 

1-Year Return

TRNTX
15.99%
Category
37.09%
 

3-Year Return

TRNTX
3.48%
Category
13.69%
 

5-Year Return

TRNTX
8.56%
Category
13.58%
 

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Holdings: TRNTX

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Sector Weightings

SectorTRNTX
Technology   22.59%
Industrials   11.13%
Healthcare   10.62%
Real Estate   6.67%
Energy   3.49%
Utilities   2.38%

Recent News: TRNTX

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Research Reports: TRNTX

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