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Transamerica Asset Allc Growth R (IGWRX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Asset Allc Growth R (IGWRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Transamerica Asset Allc Growth R Fund (IGWRX) ManagerFund Manager - Dario Castagna

Fund Manager Information

Fund Manager Tenure: 5.8 years
Fund Family: Transamerica
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of Transamerica Asset Allc Growth R Fund (IGWRX) ProfileTransamerica Asset Allc Growth R Fund (IGWRX) Profile

Fund Profile and Description

Transamerica Asset Allc Growth R Fund seeks long-term capital appreciation. Transamerica Asset Allc Growth R Fund invests primarily in underlying funds that invest primarily in equities. It allocates assets among the underlying funds based on such things as prudent diversification principles, general market outlooks, historical performance, global markets' current valuations, and other global economic factors. Transamerica Asset Allc Growth R Fund may also invest directly in U.S. government securities and/or short-term commercial paper.

 

Transamerica Asset Allc Growth R (IGWRX) Fund Strength What we like about Transamerica Asset Allc Growth R (IGWRX) Fund

Data for Transamerica Asset Allc Growth R Fund (IGWRX) as of May 30, 2016

  • Transamerica Asset Allc Growth R Fund (IGWRX) management has been with Transamerica Asset Allc Growth R Fund for 5.8 years
  • Transamerica Asset Allc Growth R Fund (IGWRX) has good short-term performance (1-year return -3.04% vs -4.55% Allocation--85%+ Equity category median performance)
  • Transamerica Asset Allc Growth R Fund (IGWRX) has good mid-term performance (3-year return 6.66% vs 6.15% Allocation--85%+ Equity category median performance)
  • Transamerica Asset Allc Growth R Fund (IGWRX) ratio of up-years vs down years is greater than 2
  • Asset base in Transamerica Asset Allc Growth R Fund (IGWRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Transamerica Asset Allc Growth R Fund (IGWRX) has an annual stock turnover rate of 6.00% vs Allocation--85%+ Equity average of 50.41%. It is good that Transamerica Asset Allc Growth R management does not trade extensively for its return.
  • Transamerica Asset Allc Growth R Fund (IGWRX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.42, lower than category average of 11.08

Transamerica Asset Allc Growth R Fund (IGWRX) Weakness What we are cautious about Transamerica Asset Allc Growth R (IGWRX) Fund

Data for Transamerica Asset Allc Growth R Fund (IGWRX) as of May 30, 2016

  • Transamerica Asset Allc Growth R Fund (IGWRX) has a less-than-ideal Long-term performance (5-year return 6.28% vs 6.53% Allocation--85%+ Equity category median performance)
  • Transamerica Asset Allc Growth R Fund (IGWRX) has a Morningstar rating of 3 and below
  • Transamerica Asset Allc Growth R Fund (IGWRX) has a higher expense ratio of 0.83% than its Allocation--85%+ Equity average of 0.80%
  • Even though Transamerica Asset Allc Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Transamerica Asset Allc Growth R Fund (IGWRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Transamerica Asset Allc Growth R Fund (IGWRX)Compare with other top Allocation--85%+ Equity category mutual funds

Aadditional top Allocation--85%+ Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Transamerica Asset Allc Growth R2.01-3.046.666.28
Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)1.53-1.328.198.10Compare
ICON Equity Income S (IOEZX)7.95-0.887.908.49Compare
MFS Aggressive Growth Allocation I (MIAGX)3.83-1.237.107.28Compare

See top fund managers for Allocation--85%+ Equity Category Funds

 

Compare Transamerica Asset Allc Growth R Fund (IGWRX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income ETF (CVY)000

 

Graph of Transamerica Asset Allc Growth R Fund (IGWRX) Net Asset TrackingTransamerica Asset Allc Growth R (IGWRX) Fund Net Asset

Track net asset change of Transamerica Asset Allc Growth R fund (IGWRX)

DateNet Asset
05/2016$1.48B
03/2016$1.47B
02/2016$1.39B
More historic net asset information on Transamerica Asset Allc Growth R Fund (IGWRX)

  

Graph of Transamerica Asset Allc Growth R Fund (IGWRX) Portfolio TrackingTransamerica Asset Allc Growth R (IGWRX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Asset Allc Growth R fund (IGWRX)

DateCashStockBondOther
03/20164.85%73.83%17.01%3.03%
12/20158.15%61.47%23.84%4.52%
09/20157.39%50.65%36.19%3.16%
Click here to see more historic asset allocation information on Transamerica Asset Allc Growth R Fund (IGWRX)

 

graph of Transamerica Asset Allc Growth R Fund (IGWRX) Top 10 Position TrackingTop 10 Holdings in Transamerica Asset Allc Growth R (IGWRX) Fund

Discover what Transamerica Asset Allc Growth R Fund (IGWRX) manager is buying

Mar 30, 2016
Transamerica Large Cap Value I2 [13.75%]
Transamerica Dividend Focused I2 [12.62%]
Transamerica Growth I2 [8%]
Transamerica International Equity I2 [6.44%]
Transamerica US Growth I2 [5.61%]
Transamerica Developing Markets Eq I2 [5.39%]
Transamerica Mid Cap Value I2 [5.18%]
Transamerica Capital Growth I2 [5.05%]
Transamerica Concentrated Growth I2 [4.67%]
Transamerica MLP & Energy Income I2 [4.47%]

Dec 30, 2015
Transamerica Large Cap Value I2 [14%]
Transamerica Dividend Focused I2 [13.14%]
Transamerica Growth I2 [8.92%]
Transamerica US Growth I2 [5.95%]
Transamerica Capital Growth I2 [5.65%]
Transamerica Mid Cap Value I2 [5.13%]
Transamerica Managed Futures Strategy I2 [5.09%]
Transamerica Developing Markets Eq I2 [5.07%]
Transamerica Concentrated Growth I2 [4.81%]
Transamerica International Equity I2 [3.76%]

Sep 29, 2015
Transamerica Large Cap Value I2 [14.33%]
Transamerica Dividend Focused I2 [13.92%]
Transamerica Growth I2 [9.07%]
Transamerica US Growth I2 [6.23%]
Transamerica Capital Growth I2 [5.73%]
Transamerica Managed Futures Strategy I2 [5.55%]
Transamerica Concentrated Growth I2 [5.21%]
Transamerica Mid Cap Value I2 [5.18%]
Transamerica Developing Markets Eq I2 [5.03%]
Transamerica International Equity I2 [3.79%]
Click here for Stock Holding Change Map in Transamerica Asset Allc Growth R Fund (IGWRX)

  

Latest News on Transamerica Asset Allc Growth R (IGWRX) Fund

See what is happening with Transamerica Asset Allc Growth R Fund (IGWRX)

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Transamerica Asset Allc Growth R Fund (IGWRX) Related ResourcesSee more information on Transamerica Asset Allc Growth R (IGWRX) Fund

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