At SecurePathSM by Transamerica, we realize you might be interested in learning about the details of the funds and building a customized IRA that works best to fit your individual need. Our Open ChoiceSM IRA lets you do just that. Take a moment to go through the Investment Profiler to learn more about your investing style. The tool will recommend a group of products from which you can choose. It's simple, it's fast and it gives you the flexibility that you want when it comes to making the important decisions of how to invest your money.
Investing is subject to risk, including the risk of loss. Review the fact sheet and prospectus for important information about the investment objective, risks, charges and other expenses of each fund.
* Ibbotson Select List
| Fund Name |
Asset Class |
Ticker Symbol |
Fact
Sheet |
Prospectus |
| T. Rowe Price Capital Opportunity |
Large Capitalization Core |
PRCOX |
 |
Prospectus |
| Vanguard 500 Index Investor |
Large Capitalization Core |
VFINX |
|
Prospectus |
| Dodge & Cox Stock |
Large Capitalization Core |
DODGX |
|
Prospectus |
| Dreyfus Small Cap Stock Index |
Small Capitalization Core |
DISSX |
|
Prospectus |
| Vanguard Small Cap Index |
Small Capitalization Core |
NAESX |
|
Prospectus |
| T. Rowe Price Small Cap Stock |
Small Capitalization Core |
OTCFX |
|
Prospectus |
| Harbor International Inv |
International |
HIINX |
|
Prospectus |
| Northern International Equity Index |
International |
NOINX |
|
Prospectus |
| UMB Scout International |
International |
UMBWX |
|
Prospectus |
| PIMCO Total Return |
Core Fixed Income |
PTTDX |
|
Prospectus |
| Dreyfus Bond Market Index Basic |
Core Fixed Income |
DBIRX |
|
Prospectus |
| Managers PIMCO Bond |
Core Fixed Income |
MBDFX |
|
Prospectus |
Asset allocation does not assure a profit or protect against loss in a declining market. Funds investing in small cap stocks are generally more volatile than funds investing in large cap stocks. International investing involves additional risks including currency fluctuations; changing political, economic and market developments; and differing legal and accounting standards. The value of bonds and fixed-income securities may change daily based on changes in interest rates, and other market conditions and factors. Refer to a fund's prospectus for more complete information regarding these and other risks.
Call us at 866-248-9421 for more advice and assistance.
*The Ibbotson Select List is a group of mutual funds representing various asset classes. Funds were selected by Ibbotson Associates, Inc. for use in implementing an asset allocation program. Other fund choices not included on the Ibbotson Select List, including Transamerica Funds, are available and may be used. The Investment Profiler and Ibbotson Select List are intended to be educational in nature and provide a starting point for constructing your rollover IRA portfolio. Call 866-248-9421 to speak to a financial advisor for additional guidance.
Ibbotson Associates is a leading independent asset allocation provider offering investment advisory services, retirement advice programs, and customized research. Ibbotson applies academic research to create real-world solutions for financial institutions. Founded in 1977, the Ibbotson name and logo are the property of Ibbotson Associates. All other names and logos are the property of their respective owners.
**An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund.
Ibbotson is a registered investment advisor, and wholly owned subsidiary of Morningstar, Inc.
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Securities and investment advisory services are offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and Registered Investment Advisor.
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