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Transamerica Short-Term Bond I (TSTIX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Short-Term Bond I (TSTIX) Fund

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

 

Graph of Transamerica Short-Term Bond I Fund (TSTIX) ManagerFund Manager - Doug Q. Weih

Fund Manager Information

Fund Manager Tenure: 6.7 years
Fund Family: Transamerica
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

Graph of Transamerica Short-Term Bond I Fund (TSTIX) ProfileTransamerica Short-Term Bond I Fund (TSTIX) Profile

Fund Profile and Description

Transamerica Short-Term Bond I Fund seeks a high level of income consistent with minimal fluctuation in principal value and liquidity. Transamerica Short-Term Bond I Fund normally invests at least 80% of net assets in fixed-income securities. It may invest in short-term and intermediate-term investment-grade corporate obligations, and obligations issued or guaranteed by the U.S. and foreign governments etc., mortgage/asset-backed securities. It may also invest in bank obligations, collateralized mortgage obligations, foreign securities and hybrids. It may invest in cash, cash equivalent securities or short-term debt securities, repurchase agreements and money market instruments.

 

Transamerica Short-Term Bond I (TSTIX) Fund Strength What we like about Transamerica Short-Term Bond I (TSTIX) Fund

Data for Transamerica Short-Term Bond I Fund (TSTIX) as of May 30, 2016

  • Transamerica Short-Term Bond I Fund (TSTIX) management has been with Transamerica Short-Term Bond I Fund for 6.7 years
  • Transamerica Short-Term Bond I Fund (TSTIX) has good short-term performance (1-year return 1.11% vs 0.74% Short-Term Bond category median performance)
  • Transamerica Short-Term Bond I Fund (TSTIX) has good mid-term performance (3-year return 1.68% vs 0.93% Short-Term Bond category median performance)
  • Transamerica Short-Term Bond I Fund (TSTIX) has good Long-term performance (5-year return 2.57% vs 1.38% Short-Term Bond category median performance)
  • Transamerica Short-Term Bond I Fund (TSTIX) ratio of up-years vs down years is greater than 2
  • Transamerica Short-Term Bond I Fund (TSTIX) has a Morningstar rating of 4 and above
  • Transamerica Short-Term Bond I Fund (TSTIX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.14, lower than category average of 1.36
  • Transamerica Short-Term Bond I Fund (TSTIX) has a lower expense ratio than its Short-Term Bond average: 0.63% vs 0.80%
  • Transamerica Short-Term Bond I Fund (TSTIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Transamerica Short-Term Bond I Fund (TSTIX) Weakness What we are cautious about Transamerica Short-Term Bond I (TSTIX) Fund

Data for Transamerica Short-Term Bond I Fund (TSTIX) as of May 30, 2016

  • Transamerica Short-Term Bond I Fund (TSTIX) has an annual stock turnover rate of 66.00% that is higher than the Short-Term Bond average of 64.39%. This could mean Transamerica Short-Term Bond I is more nimble, but also signal potential high tax impact and high trading fees
  • Asset base in Transamerica Short-Term Bond I Fund (TSTIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Transamerica Short-Term Bond I Fund (TSTIX) performance details as of May 30, 2016

 

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Compare Transamerica Short-Term Bond I Fund (TSTIX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Transamerica Short-Term Bond I1.691.111.682.57
Hartford Short Duration I (HSDIX)2.031.361.562.08Compare
Principal Short-Term Income R5 (PSIQX)1.481.141.271.77Compare
Morgan Stanley Inst Limited Duration I (MPLDX)3.682.861.941.90Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare Transamerica Short-Term Bond I Fund (TSTIX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Bond ETF (BSV)1.45%1.38%1.31%
iShares 1-3 Year Credit Bond (CSJ)1.33%1.29%1.11%
SPDR Barclays Short Term Corp Bd ETF (SCPB)000
Vanguard Short-Term Corporate Bond ETF (VCSH)000

 

Graph of Transamerica Short-Term Bond I Fund (TSTIX) Net Asset TrackingTransamerica Short-Term Bond I (TSTIX) Fund Net Asset

Track net asset change of Transamerica Short-Term Bond I fund (TSTIX)

DateNet Asset
05/2016$3.22B
03/2016$3.38B
02/2016$3.47B
More historic net asset information on Transamerica Short-Term Bond I Fund (TSTIX)

  

Graph of Transamerica Short-Term Bond I Fund (TSTIX) Portfolio TrackingTransamerica Short-Term Bond I (TSTIX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Short-Term Bond I fund (TSTIX)

DateCashStockBondOther
03/20169.24%0%88.92%0.83%
12/201510.02%0%88.19%0.94%
09/20157.34%0%90.39%1.45%
Click here to see more historic asset allocation information on Transamerica Short-Term Bond I Fund (TSTIX)

 

graph of Transamerica Short-Term Bond I Fund (TSTIX) Top 10 Position TrackingTop 10 Holdings in Transamerica Short-Term Bond I (TSTIX) Fund

Discover what Transamerica Short-Term Bond I Fund (TSTIX) manager is buying

Mar 30, 2016
Anheuser Busch Inbev Fin 2.65% [1.09%]
Royal Bk Scotland Grp 6.4% [1.09%]
Zfs Fin Usa Tr Ii 144A FRN [1.01%]
Michigan Cons Gas 5% [0.94%]
Hewlett Packard Entpr 144A FRN [0.91%]
Hiland Partners Lp / Fin 144A 7.25% [0.88%]
Dow Chem 8.55% [0.88%]
Morgan Stanley 0.7333% [0.88%]
State Str FRN [0.88%]
British Sky Broadcstg Grp 144A 9.5% [0.86%]

Dec 30, 2015
Deutsche Bk Ag FRN [1.13%]
Natl Rural Utils Coop Fin 10.375% [1.01%]
Royal Bk Scotland Grp 6.4% [1.01%]
Regions Bk Birmingham Ala 7.5% [0.99%]
State Str FRN [0.97%]
Hiland Partners Lp / Fin 144A 7.25% [0.96%]
Ubs Grp Ag 144A FRN [0.95%]
Bk Amer Chrlt Nc Mtn FRN [0.92%]
Morgan Stanley 0.7333% [0.91%]
Dow Chem 8.55% [0.88%]

Sep 29, 2015
Ubs Grp Ag 144A FRN [1.1%]
Deutsche Bk Ag FRN [1.08%]
Charter Comms Oper 144A 3.579% [1.06%]
State Str FRN [1.06%]
Bk Amer Chrlt Nc Mtn FRN [1%]
Exelis 4.25% [0.99%]
Natl Rural Utils Coop Fin 10.375% [0.98%]
General Mtrs 3.5% [0.95%]
Regions Bk Birmingham Ala 7.5% [0.95%]
Hiland Partners Lp / Fin 144A 7.25% [0.95%]
Click here for Stock Holding Change Map in Transamerica Short-Term Bond I Fund (TSTIX)

  

Latest News on Transamerica Short-Term Bond I (TSTIX) Fund

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Transamerica Short-Term Bond I Fund (TSTIX) Related ResourcesSee more information on Transamerica Short-Term Bond I (TSTIX) Fund

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