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

(NASDAQ Mutual Funds) As of Sep 8, 2025 08:00 PM ET

$14.48 USD

+0.07 (0.49%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD 9.69 19
3 months 9.69 25
6 months 5.64 30
1 Year 12.85 15
3 Year 11.33 30
5 Year 8.48 42
10 Year 6.84 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.57
Bull Market (2/09 - 3/21) 301.83

Load Adjusted Returns as of Jul 31, 2025

1 Year 13.79
5 Year 9.14
10 Year 6.84
Since Inception 5.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.39 9.02 NA NA
2024 7.40 0.46 5.70 -0.87
2023 4.93 3.90 -3.66 9.83
2022 -6.76 -12.90 -5.58 7.58
2021 3.05 5.92 -1.25 2.91
2020 -17.73 18.54 5.80 12.95

Annual Return

20252024202320222021202020192018201720162015
% Total Return 9.6913.0615.35-17.5110.9216.5417.51-8.7115.546.73-0.62
% Total Return Rel to Index 1.11-11.96-10.890.69-17.75-1.86-13.97-4.31-6.24-5.20-2.01
% Total Return Rel to Peer 2.493.142.19-4.54-0.585.850.31-2.212.080.451.73
% Perf Quintile vs Peer* 0.000.003.004.003.001.003.004.003.003.002.00
% Dividends 0.000.230.190.080.330.100.160.150.250.200.19
% Yield 0.001.661.760.722.240.771.291.231.691.461.37
Capital Gains ($) 0.000.560.190.270.750.380.631.401.040.640.79
Expense Ratio 0.700.700.730.730.730.770.780.760.760.780.76

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