Skip to Content

Transamerica Intermediate Muni I TIMUX

Analyst rating as of
NAV / 1-Day Return
10.06  /  0.11 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Average
Longest Manager Tenure
9.92 years
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.96%
Effective Duration
8.34 years

Morningstar’s Fund Analysis TIMUX

Will TIMUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A lean team, managing an opportunistic strategy with strong inflows, keeps the concerns intact.

Summary

|

Transamerica Intermediate Muni’s experienced team has successfully led its opportunistic approach, though it may lose that edge as the strategy grows in size. Further, a change in its thin roster coupled with some analyst turnover calls for caution. It earns a Morningstar Analyst Rating of Neutral for its cheapest share class and a Negative rating for its pricier shares.

Unlock our full analysis with Morningstar Investor