Transamerica Core Bond (TMBTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Transamerica Core Bond
St Petersburg FL 33716
570 Carillon Parkway
Transamerica Funds
Management information
Bradley D. Doyle,Lead manager since 30 September 2015
Brad Doyle, CFA, is head of investment grade credit and a portfolio manager responsible for the portfolio management of Investment Grade Credit strategies, multi-sector portfolios and Sustainable Fixed Income strategy. Prior to his current role, Brad served as a senior corporate bond trader and portfolio manager for Strong Capital Management. He has been in the industry since 1994 and started with the firm in 2004. Brad received his BA in accounting from the University of North Dakota. He is a CFA® charterholder.
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
CategoryIntermediate Core Bond
Fund familyTransamerica
Net assets2.12B
YTD return-1.50%
Yield4.40%
Morningstar rating★★★
Inception date23 Mar 2017
Fund operations
Last dividend0.16
Last cap gain-17.00
Holdings turnover57.00%
Average for categoryN/A
Fees and expenses
ExpenseTMBTXCategory average
Annual report expense ratio (net)0.43%0.61%
Prospectus net expense ratio0.43%N/A
Prospectus gross expense ratio0.43%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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