About TAHRX
Transamerica High Yield Bond R is a mutual fund in the high-yield bond category, designed to pursue a high level of current income through investments in lower-rated debt securities, commonly known as junk bonds. It normally allocates at least 80% of its net assets to high-yield bonds and related instruments, including debentures, notes, loan participations, convertible and non-convertible preferred stocks, rated BB or lower by S&P/Fitch or Ba or lower by Moody's, or equivalent unrated securities. The fund employs a global 'top-down' macroeconomic approach combined with bottom-up security selection to construct its portfolio, focusing on income-producing opportunities across corporate sectors. Top holdings include repurchase agreements, corporate bonds from issuers like Constellation Insurance, ILFC E-Capital Trust, UKG Inc., Magnera Corp., and VMED O2 UK Financing, alongside names in healthcare and communications such as Community Health Systems and Charter Communications. With total assets around $839 million and an adjusted expense ratio of 1.10%, it plays a role in fixed-income markets by offering yield potential amid credit and interest rate risks, serving investors seeking higher income in diversified high-yield strategies.
Fund Family Transamerica
Category High Yield Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TAHRX
Share Class R
Index Bloomberg US High Yield 2% Issuer Cap TR
TAHRX had a total return of 1.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.00%.
