Smart and Easy IRA

If you like to keep the process of making decisions simple, our Smart & EasySM IRA may be right for you. Simply complete the Investment Profiler in order to determine which of the Transamerica Asset Allocation Portfolios is best for you. This is a simple, no-hassle way for participants who want to roll over their money quickly and easily into a single, convenient investment option with built-in asset allocation and diversification to help your retirement dollars grow.

Investing is subject to risk, including the risk of loss. Diversification and asset allocation do not ensure a profit or protect against loss. Review the fact sheets and prospectuses below for important information about the investment objective, risks, charges and other expenses of each fund.

Transamerica Asset Allocation Portfolios - Class A shares offered at NAV (no front end sales charge)
Fund Name Investment Objective Investment Strategy Ticker Fact Sheet Prospectus

Call us at 866-691-0030 for more advice and assistance.
Conservative Portfolio The portfolio seeks to achieve current income and preservation of capital by allocating its assets among underlying Transamerica funds. The fund’s portfolio construction manager, Morningstar Associates, LLC, expects to adjust its investments in underlying funds to achieve a mix over time of approximately 35% of assets in equities and 65% fixed income. These percentages may vary at different times. ICLAX PDF Prospectus
Moderate Portfolio The portfolio seeks to achieve capital appreciation and current income by allocating its assets among underlying Transamerica funds. The fund’s portfolio construction manager, Morningstar Associates, LLC, expects to adjust its investments in underlying funds to achieve a mix over time of approximately 50% of assets in equities and 50% fixed income. These percentages may vary at different times. IMOAX PDF Prospectus
Moderate Growth Portfolio The portfolio seeks to achieve capital appreciation with current income as a secondary objective by allocating its assets among underlying Transamerica funds. The fund’s portfolio construction manager, Morningstar Associates, LLC, expects to adjust its investments in underlying funds to achieve a mix over time of approximately 70% of assets in equities and 30% fixed income. These percentages may vary at different times. IMLAX PDF Prospectus
Growth Portfolio The portfolio seeks to achieve long-term capital appreciation by allocating its assets among underlying Transamerica funds. The fund’s portfolio construction manager, Morningstar Associates, LLC, seeks to achieve its objective by investing primarily in underlying funds that expect to invest primarily in equities. IAAAX PDF Prospectus

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