*Expense ratios are as-of the most recent prospectus.
**Reflects average annual returns. Returns for funds that are less than one year old are not annualized.
***Closed to new investors.
Transamerica Tactical Allocation was renamed Transamerica Dynamic Allocation II on or about May 1, 2015.
Transamerica Tactical Income was renamed Transamerica Dynamic Income on or about May 1, 2015.
Transamerica Tactical Rotation was renamed Transamerica Dynamic Allocation on or about May 1, 2015.
The performance data presented here represents past performance; future results will vary. Current performance may be lower or higher than the performance data quoted. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Performance may not be available for all periods indicated. Net Asset Value (NAV) returns include reinvestment of dividends and capital gains, but do not reflect any sales charges. Public Offering Price (POP) returns include reinvestment of dividends and capital gains, and reflect the maximum sales charge.
Maximum sales charge for Class A shares is 5.5%. Maximum sales charge for Transamerica Short-Term Bond is 2.5%, Transamerica Enhanced Muni and Transamerica High Yield Muni are 3.25% and the maximum sales charge for the other bond funds is 4.75%.
Maximum applicable contingent deferred sales charges for Class B is 5% in the first year, decreasing to 0% after five years.
Purchases of Class C Shares are subject to a 1% contingent deferred sales charge if redeemed during the first 12 months of purchase.
There are no sales charges on Class I, I2 and R shares. Class I shares are currently primarily offered for investment to institutional investors including, but not limited to, fee-based programs, pension plans, and certain endowment plans and foundations. Class I2 shares are currently primarily offered for investment by certain funds of funds. Class R shares are available only to eligible retirement plans. See prospectus for details. Class T shares are closed to new investors.
Performance figures reflect any fee waivers and/or expense reimbursements by the Investment Adviser. Without such waivers and/or reimbursements, the performance would be lower. Future waivers and/or reimbursements are at the discretion of the Investment Adviser.
1 Year returns reflect total return.
An investment in the Transamerica Government Money Market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Transamerica Government Money Market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
On May 1, 2016, Transamerica Money Market changed its name to Transamerica Government Money Market, and the fund will operate as a “government” money market fund under new federal regulations, which become fully effective on October 14, 2016. A “government” money market fund invests at least 99.5% of its total assets in U.S. government securities, cash, and/or repurchase agreements that are fully collateralized by U.S. government securities or cash. Transamerica Asset Management, Inc. and its affiliates are under no obligation to provide financial support to the fund or take other measures to ensure that you do not lose money on your investment in the fund. As a government money market fund, the fund is not required to impose a fee upon sale of your shares (liquidity fees) or temporarily suspend your ability to sell shares if the fund liquidity falls below required minimums (redemption gates), and has no current intention to voluntarily impose such liquidity fees or redemption gates. However, the Board of Trustees reserves the right to impose liquidity fees and/or redemption gates in the future.
Shares of the Funds may only be sold by offering the Funds' Prospectus and/or Summary Prospectus. You should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. The Prospectus contains this and additional important information regarding the Funds. The Prospectus should be read carefully before investing.
Investing in mutual funds involve significant risks, including the risk that you may lose part or all the money you invest. For a complete discussion of the risks associated with each fund, please read the prospectus carefully.