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Transamerica Asset Allocation Growth Portfolio Class R Shares: (MF: IGWRX)

(NASDAQ Mutual Funds) As of Oct 20, 2025 06:29 PM ET

$17.51 USD

+0.18 (1.04%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 17.12 8
3 months 6.69 14
6 months 19.38 2
1 Year 16.95 2
3 Year 21.95 3
5 Year 12.34 7
10 Year 10.15 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -54.26
Bull Market (2/09 - 3/21) 532.06

Load Adjusted Returns as of Sep 30, 2025

1 Year 16.95
5 Year 12.33
10 Year 10.15
Since Inception 7.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.88 11.89 6.69 NA
2024 10.32 0.75 5.69 -0.14
2023 5.98 5.98 -3.99 11.01
2022 -7.26 -15.86 -6.45 10.25
2021 5.18 7.26 -1.67 4.43
2020 -24.16 24.47 7.62 16.66

Annual Return

20252024202320222021202020192018201720162015
% Total Return 17.1217.3019.71-19.5215.8518.5321.57-11.8019.917.93-0.57
% Total Return Rel to Index 2.29-7.71-6.52-1.32-12.820.13-9.91-7.41-1.88-4.00-1.96
% Total Return Rel to Peer 5.267.396.55-6.554.347.844.38-5.306.451.651.78
% Perf Quintile vs Peer* 0.000.001.005.002.001.002.005.002.002.002.00
% Dividends 0.000.080.130.010.420.060.160.120.270.190.18
% Yield 0.000.550.610.062.500.421.200.871.611.271.19
Capital Gains ($) 0.000.650.200.940.810.490.921.961.360.901.10
Expense Ratio 0.720.730.750.730.720.760.800.790.800.850.83

* 1 = Top 20%, 5 = Bottom 20%