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Transamerica TransAccumulator VUL

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Janus Balanced Fund Class CJABCXCU.S. Large Cap18fund risk1.7%
Transamerica Asset Allocation Moderate Growth Portfolio Class ITMGIXB--U.S. Mid Cap21fund risk0.26%
MFS Growth Allocation Fund Class AMAGWXB--U.S. Mid Cap24fund risk0.34%
Transamerica Asset Allocation Growth Portfolio Class ITAGIXB--U.S. Mid Cap31fund risk0.27%
Janus Henderson Global Research TJAWWXCU.S. All Cap32fund risk0.81%
MFS Research Fund Class CMFRCXDU.S. Large Cap32fund risk1.62%
MFS Massachusetts Investors Trust Class CMITCXFU.S. Large Cap32fund risk1.47%
Dreyfus Appreciation Fund, Inc. Class InvestorDGAGXC+U.S. Mega Cap33fund risk0.94%
Alger Growth & Income Portfolio I-2AIGOXF+U.S. Mega Cap33fund risk1.01%
Fidelity 500 IndexFXAIXCU.S. Large Cap33fund risk0.02%
Dreyfus Active MidCap Fund Class IDNLRXF--U.S. Mid Cap36fund risk0.95%
Dreyfus Opportunistic Small Cap Fund Investor ClassDSCVXC--U.S. Small Cap40fund risk1.13%
U.S. Equities - Growth     
AB Large Cap Growth Fund Class RABPRXB++U.S. All Cap - Growth31fund risk1.56%
Fidelity Contrafund FundFCNTXC++U.S. Large Cap - Growth31fund risk0.66%
Prudential Jennison Growth Fund Class RPJGRXA++U.S. Large Cap - Growth33fund risk1.26%
Franklin Small-Mid Cap Growth Fund Class CFRSIXA++U.S. Mid Cap - Growth34fund risk1.71%
U.S. Equities - Value     
Fidelity Equity-Income FundFEQIXB--U.S. Mega Cap - Value30fund risk0.64%
AB Growth and Income Fund Class RCBBRXD--U.S. All Cap - Value33fund risk1.36%
BlackRock Large Cap Value Fund Investor A SharesMDLVXC--U.S. Large Cap - Value35fund risk1.21%
JPMorgan Mid Cap Value Fund Class AJAMCXD--U.S. Mid Cap - Value39fund risk1.23%
Third Avenue Value Fund Investor ClassTVFVXF--U.S. Small Cap - Value41fund risk1.35%
Franklin Small Cap Value Fund Class CFRVFXA--U.S. Small Cap - Value42fund risk1.89%
Specialty     
CBRE Clarion Global Real Estate Incm FdIGRF--U.S. Real Estate46fund risk0%
Global & Intl. Equity     
Transamerica Asset Allocation Conservative Portfolio Class ITACIXA--International Small Cap11fund risk0.26%
Transamerica Asset Allocation Moderate Portfolio Class ITMMIXA--Europe15fund risk0.26%
Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Class IMGEMXF--Emerging Markets30fund risk1.24%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Transamerica Government Money Market Fund Class AIATXXC++Bond - Multi Sector0fund risk0%
Invesco High Yield Fund Class CAHYCXD-Bond - U.S. High Yield12fund risk1.7%
PIMCO Total Return Fund Institutional ClassPTTRXC++Bond - Multi Sector6fund risk0.46%
Other     
Morgan Stanley Mid Cap Growth CDGRCX Other0fund risk1.72%
Morgan Stanley Inst Core Fixed IncMPSFX Other0fund risk0.49%
Transamerica WMC Diversified Gr AITQAX Other0fund risk1.43%
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