About TUNIX
Transamerica Strategic Income Fund Class I is a mutual fund categorized within the multisector bond universe, aiming to maximize total return through a strategy that blends interest income and capital appreciation. The fund primarily invests at least 80% of its net assets in a variety of bonds, including securities issued by governments, their agencies, and corporations around the world. Its portfolio typically holds a significant allocation in both investment-grade and below-investment-grade bonds, allowing for diversification across sectors and regions.
Designed for institutional investors given its high minimum investment requirement, this fund employs an active approach to fixed income investing, seeking out opportunities across multiple credit qualities, maturities, and sectors. Its objectives center on delivering a high level of current income, with a secondary emphasis on long-term capital growth. With nearly 800 holdings and regular monthly dividend distributions, Transamerica Strategic Income Fund Class I plays a notable role for investors seeking diversified exposure to global fixed income markets, balancing income generation with risk management in an evolving interest rate environment.
Fund Family Transamerica
Category Multisector Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TUNIX
Share Class I
Index ICE BofA US 3-Month T Bill TR IX
TUNIX had a total return of 4.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.24%.
