MUTUAL FUNDS

We hold fund managers to the highest standards

We believe no single investment firm is the best at managing every asset class. Our diversified approach applies the portfolio management experience of numerous and varied asset managers throughout the industry.

We know how to select and monitor a diverse array of money managers in order to seek better business results.

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PERFORMANCE PROSPECTUS

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403(b)(7) Distribution IRA Application IRA Distribution 403(b)(7) Rollover Request

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Transamerica Intermediate Muni fund Wins 2018 Lipper Award

Transamerica Intermediate Muni class I shares (TIMUX) has won a 2018 Lipper Fund Award in Lipper’s Five Years Intermediate Municipal Debt Funds category. This is the second time in three years this fund has been recognized with a Lipper Award.

PRESS RELEASE

Meet our featured funds

Transamerica Short-Term Bond

Seeks a high level of income consistent with minimal fluctuation in principal value and liquidity.

Transamerica Large Cap Value

Seeks long-term capital appreciation, focusing on quality stocks at undervalued prices.

Transamerica Strategic High Income

Seeks current income while providing long-term capital appreciation.

Transamerica Intermediate Muni

Seeks to maximize total return through a combination of current income that is exempt from federal income tax and capital appreciation.

Transamerica Mid Cap Value Opportunities

Seeks to provide investors with long-term capital growth.

Transamerica Capital Growth

Seeks to maximize long-term growth. It's a focused, concentrated large cap growth fund that emphasizes growth.

Explore mutual fund asset classes

Our mutual fund lineup touches various asset classes from large cap to alternative investments to target date.

Transamerica is committed to giving you the right tools at the right time for the right reasons. And with more than half of the world's market capitalization based outside the U.S., it's more important than ever to make sure you have access to a lineup of global strategies to help you make sense of opportunities around the world.

Having stocks plus bonds doesn't necessarily equal diversification. You may need different types of investment vehicles to navigate today's uncertain markets.
Everyone has different goals, incomes, savings, even tolerance for risk. That's why our Hybrid Allocation funds are designed to help make you less, not more, anxious. Using a blend of equity and fixed income assets, our focus is on your success now and into the future.

Our Investor FirstSM Process

Our philosophy is what led to us becoming a pioneer in the sub-advised mutual fund business. We know how to select and monitor a diverse array of money managers in order to seek better business results. We have been managing managers since 1985.

The Investor FirstSM Process is our ongoing commitment to making sure you have access to the investments you deserve from some of the best asset managers in the industry. This process only applies to funds advised by Transamerica Asset Management, Inc. (TAM) and not to non-proprietary funds. TAM is a registered investment adviser.

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1. Analyzing data

Our asset management team objectively reviews top-performing institutional managers’ historical returns, risks and volatility metrics, style, fee structure, and portfolio manager tenure.
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2. Evaluating managers

We get to know individual managers at the top firms to evaluate how they invest and manage risk, their depth of their resources, management structure, and culture.
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3. Selecting the best

Our investment committee conducts a final review, including a holistic look at each manager from an investment, legal, and economic perspective. Each recommendation is then sent to the Board of Trustees for final approval.
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4. Continuous monitoring

You need fund managers who do what they say they’re going to do. Once the manager is selected, each fund is monitored daily by the asset management team and evaluated on metrics such as performance, consistency of process, and organizational stability.

It's tax time. Are your clients ready?

Share these tips for preparing IRS Form 1040
 
Help clients identify their tax return opportunities with this guide that can help you be in a better position to help position assets tax-efficiently, maximize the use of retirement savings opportunities, and understand the impacts of recent tax law changes.
 
Neither Transamerica nor its agents or representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein.

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Build your business

Whether it's talking to clients about managing debt, helping them build wealth strategies, or exploring how important it is to plan for health-related expenses, we're here to help you start the conversation. The New Age of AdviceSM is a hub for education and resources for you and your clients.

VISIT THE NEW AGE OF ADVICESM
HELPING YOU BETTER SERVE YOUR CLIENTS
From checklists to help with IRAs, our Advanced Markets Group is your one-stop destination for the right resources to help your clients make informed decisions.
SPEAK THEIR LANGUAGE
Research Transamerica conducted with Luntz Global Partners suggests those conversations could become even better, simply by tweaking the words we use. Beyond word choices, set yourself apart not just by how you speak but by what you speak about. Check out our Field Guide to Effective Client Communication to learn how.

Become a trusted source

You can support your clients in more ways than one. When you do, they'll see you as a trusted source.

Annuities

Learn how an annuity can provide income for life, legacy protection, and tax-deferred growth. 

Retirement

We can help your plan sponsor clients pursue their plan goals.

Life Insurance

Learn about how life insurance can help in many stages of life.

Share. Connect. Build Relationships.

Got a minute to engage with your clients? Here are some articles you can share. See how the wealth + health conversation can deepen your relationships with them.

Create a Transamerica Asset Allocation Portfolio Snapshot

Providing your clients with a diversified portfolio is simple with a Transamerica mutual fund. Generate a professional snapshot for your next client meeting or review.

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2018 Mid-Year Market Outlook

Transamerica Asset Management, Inc., Chief Investment Officer Tom Wald, CFA®, reviews the strong and improving fundamentals the economy and markets are experiencing, as well as certain investor fears and concerns that have come with them.
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OUTLOOK HIGHLIGHTS

Interested?

Call our mutual funds sales desk.

888-233-4339

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