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Transamerica Asset Allocation Intermediate Horizon Class R4: (MF: TAAFX)

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

$8.58 USD

+0.01 (0.12%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.29 85
3 months 2.64 84
6 months 4.51 91
1 Year 11.14 81
3 Year 11.35 66
5 Year 5.09 75
10 Year 7.48 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 62.74
Bear Market (10/07 - 2/09) -33.39
Bull Market (2/09 - 3/21) 294.85

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.52
5 Year 4.90
10 Year 6.83
Since Inception 5.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.10 6.46 3.97 0.63
2024 4.13 -0.74 6.37 0.45
2023 4.58 2.45 -2.82 8.54
2022 -6.19 -11.67 -4.52 5.13
2021 2.59 4.64 -0.50 2.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.2911.5210.4413.02-16.839.7216.0117.65-5.0911.285.73
% Total Return Rel to Index -0.30-6.69-14.57-13.221.37-18.95-2.38-13.83-0.70-10.51-6.19
% Total Return Rel to Peer -1.10-2.980.52-0.13-3.86-1.785.330.451.39-2.17-0.53
% Perf Quintile vs Peer* 5.004.000.003.004.004.002.003.002.004.004.00
% Dividends 0.000.390.470.210.190.530.300.190.270.170.17
% Yield 0.003.724.773.582.114.442.491.732.721.601.75
Capital Gains ($) 0.001.420.120.000.670.550.670.490.340.000.00
Expense Ratio 0.000.350.350.350.350.350.350.350.350.200.10

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