About TASHX
Transamerica Multi-Asset Income Fund Class A is an open-end mutual fund designed to provide investors with a blend of current income and long-term capital appreciation. Its primary function is to invest actively across a diversified mix of credit and equity securities, with the ability to shift allocations between asset classes to meet its income objectives under varying market conditions. The fund typically maintains an equity allocation of 50% to 70%, primarily in large-cap, value-oriented companies, and complements this with income-generating fixed income and credit instruments. Notable sectors in its equity allocation include technology, healthcare, communication services, financials, and consumer cyclicals, with key holdings in companies such as Alphabet, Microsoft, Apple, and Goldman Sachs. This fund plays a significant role in the market for investors seeking both monthly income distributions and moderate growth potential through a multi-asset approach. Its structure allows broad diversification and flexibility, making it a notable option in the moderate allocation mutual fund category.
Fund Family Transamerica
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TASHX
Share Class A
Index S&P 500 TR
TASHX had a total return of 14.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.99%.
