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Holdings (Monthly) Guide ↗

Transamerica Asset Allocation - Conservative Portfolio

· Transamerica Funds
Monthly Holdings $678M AUM 14 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 4 New 11 Added 14 Reduced 4 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Transamerica Intermediate Bond 89354D106 Apr 2024 29,684,318 -45,923 $254.7M -1.3% 37.57% EC
2 Transamerica US Growth 893962373 Apr 2024 2,220,193 -163,306 $77.4M -4.4% 11.42% EC
3 Transamerica Large Cap Value 893509257 Apr 2024 3,669,222 -794,593 $67.2M -16.5% 9.91% EC
4 Transamerica International Equity 893509216 Apr 2024 1,028,871 -97,924 $27.4M -7.5% 4.04% EC
5 Transamerica Bond 89354D429 Jan 2026 1,626,644 -1,196,145 $13.1M -43.0% 1.93% EC
6 Transamerica International Focus 893961649 Apr 2024 798,024 -186,916 $5.5M -18.1% 0.81% EC
7 Transamerica Floating Rate 89355J268 Apr 2024 355,098 -222,347 $3.1M -39.0% 0.46% EC
8 Transamerica International Small Cap Value 89355J516 Apr 2024 113,523 -53,821 $2.2M -30.4% 0.32% EC
9 Transamerica Mid Cap Growth 89356M773 Jan 2026 186,250 -228,347 $1.7M -53.2% 0.25% EC
10 Transamerica Emerging Markets Equity 89360T160 Jan 2026 131,428 -90,171 $1.6M -38.1% 0.24% EC
11 Transamerica Small Cap Value 89356L593 Jan 2026 243,340 -89,445 $1.5M -18.9% 0.22% EC
12 Transamerica International Stock 89360T319 Jan 2026 93,791 -148,828 $1.5M -61.7% 0.22% EC
13 Transamerica Small Cap Growth 89356L619 Jan 2026 193,444 -92,251 $1.1M -31.2% 0.16% EC
14 Transamerica High Yield Bond 89354D353 Jan 2026 82,402 -118,484 $672K -59.5% 0.10% EC