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

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:13 PM ET

$13.84 USD

-0.02 (-0.14%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.97 73
3 months 3.79 62
6 months 8.37 51
1 Year 17.58 44
3 Year 15.38 35
5 Year 7.28 47
10 Year 8.83 43

* 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) 340.78

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.66
5 Year 7.02
10 Year 8.03
Since Inception 5.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.39 9.02 5.54 2.65
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9717.6613.0615.35-17.5110.9216.5417.51-8.7115.546.73
% Total Return Rel to Index 0.81-0.55-11.96-10.890.69-17.75-1.86-13.97-4.31-6.24-5.20
% Total Return Rel to Peer 0.013.153.142.19-4.54-0.585.850.31-2.212.080.45
% Perf Quintile vs Peer* 3.002.000.003.004.003.001.003.004.003.003.00
% Dividends 0.000.190.230.190.080.330.100.160.150.250.20
% Yield 0.001.241.661.440.722.240.771.291.231.691.46
Capital Gains ($) 0.000.740.560.190.270.750.380.631.401.040.64
Expense Ratio 0.000.700.700.730.730.730.770.780.760.760.78

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