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.
| 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 | ![]() |
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 | ![]() |
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 | ![]() |
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 | ![]() |
Prospectus |

