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IMOAX Transamerica Asset Allc Moderate A

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Fund IMOAX Transamerica Asset Allc Moderate A PRSIX T. Rowe Price Personal Strat Inc  
Similarity
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100% 88%
Annual Fees
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$134.53
(1.30% Exp. Ratio)
$61.05
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$18,860.78 $23,385.54
Est. savings over 30 yrs +$4,524.75
Return
As of 10/31/16
1 YR RETURN 3.71%
3 YR 3.72%
5 YR 6.38%
10 YR 4.45%
1 YR RETURN 4.65%
3 YR 4.06%
5 YR 6.66%
10 YR 5.58%
Description
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, 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.
The investment seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of approximately 40% stocks; 55% bonds, money market securities, and cash reserves; and 5% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (30-50%), bonds and money markets (45-65%), and alternative investments (0-10%).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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