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Asset Allocation Portfolios

A Disciplined Approach to Mutual Fund Diversification

MorningstarThe Transamerica Asset Allocation Mutual Funds offer an easy way to diversify your portfolio. Diversification may help reduce the risks of inflation and market volatility – two factors that inhibit the growth of your portfolio.

By diversifying, you spread your money across asset classes and equity styles. Keep in mind that asset allocation does not ensure a profit or guarantee against a loss.

Asset allocation is a financial planning strategy whereby assets are divided among a mix of investments to create diversification designed to improve long-term investment returns and reduce overall risk.

This principle is based on the theory that asset types respond differently to varying economic environments. Since economic conditions change frequently and unexpectedly, diversifying through asset allocation can help investors weather a variety of economic conditions, offering a better relationship between risk and reward.


How are you diversified? A Portfolio's assets are spread among multiple asset classes, multiple investment categories, and multiple fund managers.


Why is asset allocation important? Morningstar research indicates that asset allocation is an important determinant of long-term portfolio performance.

Asset Allocation Portfolios
Asset Allocation Portfolios
The allocations shown above are approximate target allocations and are subject to change. Morningstar Associates, LLC, a wholly owned subsidiary of Morningstar, Inc. and registered investment advisor, acts as the portfolio construction manager for the portfolios. Morningstar Associates is not acting in the capacity of an advisor to individual investors. The Morningstar name and logo are registered marks of Morningstar, Inc. All other logos are the property of their respective owners.

Securities of the Fund may only be sold by offering the Fund's Prospectus. You should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The Prospectus contains this and additional important information regarding the Fund. To obtain a Prospectus, please contact your financial professional or call Transamerica at 1-888-233-4339. The Prospectus should be read carefully before investing.