| 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%
|
— |
— |