Transamerica ClearTrack 2040 R6 (TCKTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Transamerica ClearTrack 2040 R6
St Petersburg FL 33716
570 Carillon Parkway
Transamerica Funds
Management information
,Lead manager since 5 December 2021
Tony Wicklund is a managing director of Wilshire Associates and a portfolio manager with Wilshire Funds Management. Mr. Wicklund has over 17 years of industry experience and is a portfolio manager for multi-manager portfolios, including target-risk, target-date, and alternative portfolios for a range of financial intermediary clients. Prior to joining Wilshire Associates in 2013, Mr. Wicklund was the director of risk management at Convergent Wealth Advisors, where he led the firm’s investment risk management and operational due diligence efforts. Additionally, he served as chairman of the firm’s Risk Management Oversight Committee and was a voting member of the Investment Committee. Previously, Mr. Wicklund was a senior analyst at Pacific Seafood where he evaluated acquisition targets, coordinated the integration of acquired companies, and performed internal operational audits and capital expenditure analyses.
Mr. Wicklund earned his BS in business administration, with a concentration in finance from the University of Oregon. He also holds an MBA from the Marshall School of Business, University of Southern California, with a concentration in investments and financial markets. Mr. Wicklund holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations, and is a member of CFA Society Los Angeles, CFA Institute, and the CAIA Association.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTarget-Date 2040
Fund familyTransamerica
Net assets56.31M
YTD return5.87%
Yield1.88%
Morningstar rating★★★
Inception date1 Mar 2015
Fund operations
Last dividend0.14
Last cap gain-26.00
Holdings turnover13.00%
Average for categoryN/A
Fees and expenses
ExpenseTCKTXCategory average
Annual report expense ratio (net)1.20%0.45%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.34%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.44%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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