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ICLAX
Transamerica Asset Allocation - Conservative Portfolio
TRANSAMERICA FUNDS
Fund of funds

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Computed 2026-07-05

Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.

#FundOverlapNet exp.Adviser
1 Transamerica Asset Allocation - Moderate Portfolio · IMOAX, IMOLX, IMDRX, TMMIX, TAAMX 82% 0.74% Transamerica Asset Management, Inc.
2 Universal Via Asset Allocation - Moderate Portfolio diff. adviser 67% — Universal Financial Services, Inc.
3 Universal Via Asset Allocation - Conservative Portfolio diff. adviser 67% — Universal Financial Services, Inc.
4 Transamerica Asset Allocation - Moderate Growth Portfolio · IMLAX, IMLLX, IMGRX, TMGIX, TAALX 62% 0.79% Transamerica Asset Management, Inc.
5 Universal Via Asset Allocation - Moderate Growth Portfolio diff. adviser 58% — Universal Financial Services, Inc.
6 Transamerica Goldman Sachs 70/30 Allocation VP 48% 1.15% Transamerica Asset Management, Inc.
7 Transamerica Asset Allocation - Growth Portfolio · IAAAX, IAALX, IGWRX, TAGIX, TAAKX 38% 0.86% Transamerica Asset Management, Inc.
8 Universal Via Asset Allocation - Growth Portfolio diff. adviser 35% — Universal Financial Services, Inc.
9 Transamerica JPMorgan Asset Allocation - Conservative VP 31% 0.72% Transamerica Asset Management, Inc.
10 Transamerica JPMorgan Asset Allocation - Moderate VP 27% 0.74% Transamerica Asset Management, Inc.
11 Transamerica JPMorgan Asset Allocation - Moderate Growth VP 23% 0.79% Transamerica Asset Management, Inc.
12 Transamerica JPMorgan Diversified Equity Allocation VP 23% 0.81% Transamerica Asset Management, Inc.
13 Transamerica BlackRock Tactical Allocation VP 21% 0.75% Transamerica Asset Management, Inc.
14 Transamerica 60/40 Allocation VP cheaper 20% 0.69% Transamerica Asset Management, Inc.
15 Transamerica JPMorgan International Moderate Growth VP 13% 0.89% Transamerica Asset Management, Inc.
16 Universal Via Asset Allocation - International Growth Portfolio diff. adviser 10% — Universal Financial Services, Inc.
17 ROYCE SMALL-CAP TRUST, INC. 1% — —
18 SPROTT FOCUS TRUST INC. 1% — —
19 ROYCE GLOBAL TRUST, INC. 1% — —
20 Lord Abbett Corporate Opportunities Fund 1% — —

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